Chief Executive Officer

Petronella West

Petronella focuses on providing personalised financial planning and investment solutions.
Petronella says the fun starts when, based on the close relationship of trust, she can start solving what her client perceives as a problem.

Petronella wants her clients to experience amazing and excellent service and feel inspired by the journey Petronella sets them on, exceeding expectations and promoting success.

Outside of the office Petronella is heavily involved in Charity work, specifically working with Sierra Leone based charity, Street Child.

Chairman

Jeremy Sharman

Having studied Mathematics at Oxford University, Jeremy worked as a strategic management consultant at LEK Partners before becoming a director at SGWarburg & Co. He subsequently was a director at Mercury Asset Management and was one of the founding partners of HgCapital, a private equity firm with some £13billion under management. He has also chaired a number of boards in the finance and consumer sectors and has founded two charities.

Chief Investment Officer

Peter Lowman

Peter is the firm’s Chief Investment Officer, a Director of the company and an integral member of our investment committee. Prior to joining Investment Quorum, Peter was a Vice President and Private Client Executive for Morgan Stanley Quilter, subsequent to that, he spent thirty years at Cazenove & Co where he primarily worked as an Investment Director for Cazenove Fund Management Limited, and was also the Fund Manager for the Cazenove Global Equity Fund. Peter is a member of the Chartered Institute for Securities & Investment and is regularly sought for expert opinion by the investment press.

Director Private Clients

Nick Rolf

Chartered Financial Planner MSc MCSI

Nick joined Investment Quorum in 2013, having spent the prior nine years working in global equity markets, both in London and Hong Kong.

Areas of expertise cover: investment advice and tax planning for private clients and trustees, estate and trust planning, retirement planning and pension advice, individual and corporate protection.

Head of Operations/Company Secretary

Lisa Ryall

Lisa has over 30 years experience in the financial services industry, 16 spent working for a major retail bank, the last 7 of which were as branch manager in a number of branches. Lisa has been with IQ for 15 years, originally working as part of the discretionary services team as well as providing support to the directors and subsequently securing the role of Head of Operations. Lisa enjoys working as part of a small, effective team where great pride is taken in our high level of customer service.

In Lisa’s spare time she enjoys reading, films, cooking and has recently taken up running again.

Chief Operating Officer

Andy West

Andy West has over 30 years’ experience in the finance industry.  He worked for 25 years for major investment banks including 16 years at Barclays Capital before moving to a couple of smaller boutique Wealth and Investment Management firms for the next 7 years.

Andy joined Investment Quorum as a consultant from April – November 2019 to complete a review of all processes and procedures.  He returned in May 2020 and is currently acting as interim COO.

Executive Assistant to the CEO

Chloé Manville

Chloé joined IQ as Executive Assistant to Petronella.

After graduating from the University of Brighton with a BA in English Literature, Chloé spent 4 years working in luxury fashion for the likes of Harrods and Jimmy Choo. She has more recently spent her time as a personal assistant to HNWI’s and gained a wealth of knowledge in the private industry.

Outside of work, Chloé enjoys running, exploring the Surrey countryside and spending time with her two dogs, Izzie and Oscar.

Senior Wealth Manager

George Steger

George has worked at Investment Quorum since 2014.  He is a Chartered Wealth Manager providing ongoing investment and planning advice to clients.   

George has a particular focus on sustainable investing and works with the rest of the investment team to provide oversight of investment opportunities in the space.

Outside of work, George enjoys playing tennis, football and golf and has a passion for wine.

Wealth Manager

Melissa Thorogood

Melissa joined IQ as a Wealth Manager in October 2020, having spent the prior seven years at Seven Investment Management. Melissa worked on the discretionary team providing excellent service to advisers and their high net worth clients, initially as an assistant relationship manager until qualifying as a discretionary relationship manager.

Prior to this, Melissa started her career in the financial services industry in a client-facing role for a spread betting company where she helped translate the company website, having studied French and Spanish at the University of Manchester.

Outside of work, Melissa loves music (from Glastonbury to Glyndebourne) and has a new-found appreciation for ecotourism having been fortunate enough to see the gorillas in Uganda last year!

Associate Wealth Manager

Tom Fleming

Tom joined IQ in October 2019 having graduated from Durham University. Tom taught in a Spanish school and sold wine in Bordeaux as part of his year abroad and hopes to transfer the interpersonal and communication skills acquired into his role as an Associate Wealth Manager. Since joining IQ Tom has achieved his Diploma in Regulated Financial Planning (Dip PFS) 

Outside of work, Tom is a keen cricketer and enjoys playing racquet sports.

Technology Strategist

Elliot Finch

Following a brief stint at Imperial College, Elliot spent some time travelling and volunteering before attending Durham University where he studied Natural Sciences (physical).

Elliot joined IQ in August 2019 after graduating to focus on helping to remedy key issues using his analytical mind, unique skill set and proficiency in technology.

Marketing Executive

Faye Brindley

Faye has recently joined IQ as our new Marketing Executive. She graduated from the University of Leeds with a master’s in Marketing and a bachelor’s in Media & Journalism.

As Marketing Executive, Faye is enjoying a diverse role working within all areas of the company to build brand awareness whilst developing client relationships.

Outside of work Faye enjoys traveling, socialising and yoga.

Associate Investment Analyst

Nick Harrington

Nick graduated from Durham in 2019 and joined in January 2020 as part of the IQ Graduate Scheme. Nick currently focuses on North American and Asian markets, alongside assisting the CIO with the firm’s thematic research. Nick holds the CFA UK Certificate in Investment Management.

Outside of work, Nick is a keen cricketer, golfer and racing enthusiast who enjoys socialising with friends.

Associate Investment Analyst

Holly West

Holly joined IQ in June 2020 following a successful internship in the summer of 2019. She graduated from the University of Southampton with a degree in Criminology.

In between her studies, Holly spent time at a school helping children with learning difficulties. These experiences have motivated Holly to pursue a career working with people and helping them achieve their investment objectives.

Away from work Holly enjoys socialising, travelling and reading.

Senior Client Services Manager

Charlotte Thomas

Charlotte has over 10 years’ experience in administration mainly within the NHS. Her passion for client interaction has helped her easily transfer her skills to the Operations team at Investment Quorum.

She has now been at Investment Quorum for 2 years and is still learning everything the finance sector has to offer whilst enjoying her busy and varied role as the Acting Operations Manager.

In her spare time Charlotte enjoys reading and going to the cinema

Senior Client Services Administrator

Rhianne Whight

Rhianne has worked in a client focused role for over three years within an accounting and finance training provider, which has led her to want to widen her knowledge within the finance sector.

She joined IQ in June 2018 and in her short time here, the team have been very warm and welcoming making it easy to settle into the IQ family. The team are always willing to lend a helping hand to understand the wealth management industry.

Rhianne has learnt that this is a fast paced environment and is going from strength to strength.

Senior Client Services Administrator

Sophie Chadwick

Sophie joined IQ as a Senior Client Services Administrator in January 22.

Sophie graduated from the University of Middlesex with a BA in Dance Performance, however, she has more recently worked as a boutique manager for brands such as Clarins and Jo Malone London. With over 6 years of experience in client-focused roles, Sophie is enjoying getting to know the IQ family as well as developing her knowledge of the industry.

Outside of work, Sophie enjoys cycling and is planning to undertake Ride London and her first triathlon. She also likes to visit her family in the north and go for walks in the Yorkshire Dales.

Senior Client Services Administrator

Yohana Haile

Yohana spent the past 5 years working as a personal banker and manager in a major retail bank before joining IQ. During this time she worked in a number of different branches learning about financial services whilst coaching and leading high-performing teams.

In her spare time, Yohana loves traveling, eating out at new restaurants and enjoying new experiences.

Client services Administrator

Ben Enevoldsen

Ben graduated from Nottingham Trent University in 2017 with a degree in Media (BA). Ben recently joined IQ as a Client Service Administrator having worked offshore gaining experience in varied roles within Financial Services.

Away from work, Ben enjoys running and sea swimming throughout the year. He is also a keen festival go-er!

Head of Compliance

David Abbott

TD BA FCA FPFS

David first qualified as a Chartered Accountant and Chartered Tax Adviser working in the accountancy profession and professional training. He has since worked in the financial services industry for over 24 years; firstly at the industry regulator, then prior to joining IQ in September 2018, at a national compliance consultancy firm.

Outside work, he runs a ‘Uber-like’ taxi service for his teenage children!

Practice Accountant

Dawn Steed

Dawn is the Practice Accountant and works closely with the Board ensuring compliant financial operations and that budgets and financial reporting is accurate, up to date and available to the Auditors when required.

Dawn has been working with Investment Quorum almost since the company was formed and really likes working with the team.  They work extremely hard on behalf of their clients but always seem to find time to have a little fun outside work too.

Chartered Tax Adviser

Doug Warwick

Having joined Inland Revenue in 1982, Doug then joined a national accountancy firm in 1985, subsequently working for various firms until, in 2003, Doug set up his own firm offering a private client service specialising in Income Tax, Capital Gains Tax and Inheritance Tax issues. Doug is very involved as a consultant to Investment Quorum’s clients as a Chartered Tax Adviser giving all manner of tax advice and support.

Content Creator

Josh Ord-Hume

Josh joined IQ in 2018. His linguistic skills and extensive knowledge of current affairs have made him an ideal content writer for the Directors, Petronella, Peter and Nick.

Josh is a keen runner and met Petronella in 2011 whilst in Sierra Leone running a marathon for Street Child, a charity which they are both passionate about. 

He has also worked for Microsoft, Adobe, Total, EDF and ENGIE.

Finance Consultant

James West

James joined IQ in October 2021 as a Finance Consultant and is assisting the Company on various financial and accounting matters. He is a qualified Chartered Accountant and a member of the Institute of Chartered Accountants (ICAEW). James has over 25 years of post-qualification experience working in Finance Director and Financial Controller roles within a range of corporate and commercial environments.

Outside of work James is a keen gardener.