Quorum is adviser-only.
We are a discretionary investment manager — not a direct-to-consumer firm. You can't invest in a Quorum portfolio yourself. You need an FCA-authorised financial adviser to recommend us. Here's how to find one.
Three ways to find an adviser.
Use any (or all) of these. All three lead to FCA-authorised advisers who can use Quorum.
Quorum referral list
Send us your postcode and we'll suggest two or three advisers in your area who use Quorum portfolios and have indicated capacity for new clients. Free to use — no obligation.
Request a referral →Unbiased.co.uk
An independent directory of FCA-authorised advisers. Filter by location, specialism (pensions, retirement, ESG) and qualifications. We have no commercial relationship with them.
Visit Unbiased ↑FCA register
The official UK regulator's register of authorised firms. Use this to verify any adviser you're considering - check their authorisation, permissions and disciplinary history.
Visit FCA register ↑Why use an adviser?
A DFM like Quorum is only one piece of your financial life. An adviser sees the whole picture.
Suitability is their job
An adviser is legally required to recommend investments that suit your circumstances, risk tolerance and goals. Quorum's role is to manage the investments; deciding which portfolio fits you is your adviser's.
Tax wrappers & allowances
ISA allowances, pension contributions, capital gains, inheritance — advisers structure things to minimise tax legally. The portfolio is only part of the answer.
Behaviour in bad markets
The biggest cost in investing is selling when markets fall. A good adviser is the friction between you and that mistake — coaching you through volatility.
Planning across decades
When to retire, how to draw down a pension, what to leave the children — these decisions need a planner, not just a portfolio.
What to ask a prospective adviser.
Six questions worth asking before you commit. The answers will tell you whether they're a fit for you, and whether they're independent.
Are you independent or restricted? (Independent means they can recommend any product on the market.)
How are you paid? (Flat fee, hourly, percentage — make sure you understand the bill structure.)
What are your qualifications and FCA reference number? (You can verify these on the FCA register.)
How often will we meet, and what does each review cover?
Why are you recommending this DFM over others? (A good adviser will compare Quorum honestly against alternatives.)
Have you got a list of references — clients I could talk to?
Want us to suggest
advisers near you?
Send us your postcode and we'll come back with two or three advisers who use Quorum and have capacity for new clients.