Chief Executive Officer
Petronella is the CEO of Investment Quorum.
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 want 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.
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 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
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.
After graduating from Exeter University in 2012, George worked in the wine industry for two years, managing retail stores. George joined IQ in November 2014 as an Intern before spending six months working in the Operations Team. Having been given the opportunity to become a Trainee Wealth Manager, George is greatly looking forward to working closely with the other advisers and learning from them as he studies for the Diploma in Regulated Financial Planning in order to start assisting clients himself.
Outside of work, George enjoys playing tennis, football and golf and still has a passion for wine.
Client Liaison Director
Paul entered the industry in 1972, working for Lloyds life before moving to Halifax in 1985. It was here that Paul first met Petronella. After leaving Halifax in 2000, and a brief move to Network Data, Paul joined Investment Quorum. Paul is still here many years later and although his role is at times challenging he still derives great satisfaction from delivering the highest of service standards to clients.
Head of Operations
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 12 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 my spare time she enjoys reading, films, cooking and has recently taken up running again.
Stephen is chief investment officer’s investment assistant, helping Peter in the implementation of our internal investment process, portfolio construction, and fund selection. Having initially graduated from the University of Stirling, Stephen went on to work for Old Mutual Wealth. Stephen worked in a variety of operational roles within the company over a 7 year period before moving to London in 2014.
Stephen joined IQ in November 2014 and initially worked as part of the Operations Team. He enjoys working within a small team with a real passion for delivering excellent customer service to all our clients
In Stephen’s personal time he enjoys reading and keeping fit.
Operations Team Administrator
Kerrie had been working as an IT recruiter for over 4.5 years, specialising in sourcing high level professionals for the financial sector when she decided to search for her own great opportunity in the industry, which led her to Investment Quorum.
Even though Kerrie has only been working for IQ since mid-July 2016 she say’s she already feel like a part of the furniture due to the team being so welcoming and helpful. Kerrie is confident that with so many years of experience between the Operations and Advisor teams that she is in the best possible place to learn all she can about Wealth Management.
In her spare time, Kerrie enjoys keeping fit via the gym, yoga and running.
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 formed and really like 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
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.
Operations Team Administrator
Rhianne has worked in a client focussed 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 recently 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.
At Investment Quorum we believe that we have to fully understand what you have retained us to do for you as your wealth manager. That is why our team works so hard with you on your financial plan and its supporting investment strategy.