Petronella West

Chief Executive Officer

Petronella is a double-chartered Financial Planner with an impressive 35 years of experience in the financial services industry.

As a Wealth Manager at IQ, Petronella offers personalised financial planning and investment solutions, with a particular focus on retirement. As CEO, Petronella serves on the board of directors and is committed to driving the business forward.

Passionate about the value which financial advice can add, Petronella strongly believes in cashflow modelling to help her clients achieve the life they aspire to. Her dedication and expertise are evident in the long-standing relationships she maintains with her clients, some of which span over 20 years.

Petronella's expertise is regularly sought after by the national press, with regular appearances in newspapers and at conferences, sharing her insights and knowledge on wealth management and financial planning. She was recognised as Wealth Manager CEO of the Year at the City of London Wealth Manager Awards 2022.

Outside of IQ, Petronella dedicates her time to charity work, specifically with the Sierra Leone-based charity, Street Child. At home, she plays the piano, cooks a mean Sunday roast and runs around after her kids.

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Accreditations

CII Chartered Financial Planner

CISI Chartered Wealth Manager, MCSI

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Hear from Petronella’s clients

“Petronella is in a league of her own.”

“I look forward to seeing my financial adviser.”

“I immediately liked the personal connection.”