Sometimes you just have a question.
With Helix, you can message a qualified adviser and get advice when you need it - without paying for ongoing advice.
Join the waitlist → helixplatforms.com
Cashflow modelled over decades, with every assumption there to change.
Most people have never seen this. It normally sits behind an adviser and a fee.
Helix gives you access to it, so you can test different scenarios and see how your money could look over time.
Whenever you like.
Join the waitlist → helixplatforms.com
DIY investing is not for everyone.
Helix lets you ask a real, regulated adviser whether you're making the right decision before you do.
Join the waitlist... helixplatforms.com
Cash reserves. Pensions. ISA allowance. What you’ll need the money for, and when.
There’s more to investing than picking an investment. The order you make decisions matters.
With Helix, ask a regulated financial adviser when you need to. No retainer.
helixplatforms.com
The beauty of Helix is that it gives you all the answers in one place. At the exact moment you need them.
Join the waitlist → helixplatforms.com
Helix isn’t an AI wealth manager.
There are real people behind it. Qualified advisers you can speak to when you need advice.
The difference is the technology. Better tools, better access and a much easier way to manage your money.
The best of both worlds. Join the waitlist → helixplatforms.com
Why spend your time jumping between platforms, spreadsheets and logins to keep track of your money?
Helix brings everything together in one place.
Join the waitlist → helixplatforms.com
What’s actually making the difference in your portfolio?
Helix shows more than just your return, see the investments behind it, the ones helping, the ones holding you back, and where your money is really working.
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There’s a gap between doing everything yourself and paying for a traditional wealth management.
Helix sits in the middle.
Join the waitlist → helixplatforms.com
Helix Platforms retweeted
Your adviser, when you need them.
Have a question? Just message your adviser and get the guidance you need.
Need some ad hoc advice? Speak to a qualified adviser without a retainer.
Join the waitlist → helixplatforms.com
Up 8%. But what’s behind it?
How much do you have invested in the US? Do you own much AI? Which fund performed worst?
Helix gives you the answers.
Join the waitlist → helixplatforms.com
Helix Platforms retweeted
Imagine if you didn’t have 10 different logins, stacks of paperwork and a inbox full of PDFs just to keep track of your finances.
Join the waitlist → helixplatforms.com
Wealth management is overdue an upgrade.
Advice that’s only available once you have enough to invest. DIY investing when you don’t know what to invest in. Apps that show your investments but ignore tax, allowances and cashflow. Having to jump between different platforms just to manage your finances.
Over 500 @IQWealth clients are already using Helix. We're now building our waitlist for people who want to be next.
Join the waitlist → helixplatforms.com
There’s no excuse for your adviser to still be sending you a PDF.
Helix gives you live investment reporting, your financial plan and all your key documents in one place.
No waiting for the next report. No digging through your inbox.
helixplatforms.com
Join the waitlist → helixplatforms.com
Helix brings your investments, financial plan and goals together in one place.
Built by Investment Quorum. Launching soon.
Good financial advice is actually pretty simple.
Make a plan. Invest well. Keep your costs down. Make the most of your tax allowances.
We’ve been doing it for our clients for decades.
So why should it still require endless meetings, spreadsheets and different platforms?
Meet Helix...
It's common knowledge that if you don't have serious money, you're pretty much expected to DIY your investments, pensions, taxes, future planning, etc.
For 25 years, we’ve helped private clients plan and invest.
Now we’re building something to make that expertise more accessible, without the minimums or meetings.
More soon.














