Investment Quorum (IQ) has already had more business referrals in 2022 than in any other year in its 22-year history.

The firm prides itself on delivering a personal service and is increasingly using technology to improve its client service, boost operational efficiency and remain competitive.

One key development designed to increase efficiency and security for clients and the firm is the launch of the IQ Wealth app. The new website, meanwhile, has been designed to capture qualified leads, showcase the firm’s new branding and digitise its onboarding process.

Staff numbers increased by four to 27 in 2022, and the launch of an employee share scheme in January aims to ensure the ownership of the firm is kept in employees’ hands.

Shares can be bought through a payment plan and transferred between shareholders. The firm, under the leadership of CEO Petronella West, is committed to paying dividends to drive value for shareholders and promote longevity of ownership to support its financial stability.

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