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

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.

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.

Executive Assistant to the CEO

Marlene Richards

Marlene joined the IQ family in February 2021 as Executive Assistant to the CEO.

Marlene began her career in finance working for Barclays PLC for a number of years, with her last position at the bank supporting the Global Chief Information Officer.  Marlene also worked for Visa Europe as PA to the Chief Finance Officer.  Prior to starting at IQ she worked at HSBC, first as an EA in the Global Standards Programme supporting the Managing Director and lastly as Business Support Manager in the Brexit Programme.

When not glued to her desk Marlene enjoys travelling to hot climates with a good book, socialising with old as well as new colleagues and visiting the gym where she can be seen on a spin bike or swimming.

Marketing Manager

Steph Osborne

Having taken a 2 year hiatus from Investment Quorum to work in the Fashion Industry, Steph joins us again in the capacity of Personal Assistant to our CEO, Petronella.

Using her experience working as a PA in a fast paced environment, the new role she has taken here at IQ is the perfect fit.

Outside of the office, Steph enjoys travelling, shopping and spending time with the family dog, Nonu.

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, peculiar skill set and proficiency in technology.

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 Operations Executive

Paul Goodrich

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.

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

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.

Client Services Administrator

Cecile Dardenne

Cecile joined IQ in October 2020 as a member of the client services team. Her passion for building relationships with clients, paired with over five years’ experience of working in client focused roles in the UK and internationally has helped transfer her skills to this fast paced environment and varied role within the financial sector.

Outside of work Cecile enjoys travelling, reading and cinema.

Client Services Administrator

Natalya Webb

Natalya joined the Client Services team in November 2020 having gained her experience within the finance sector and in particular client-facing roles. She loves building relationships with our clients and is continuously broadening her knowledge.

In her spare time, Nat loves to travel, upcycle furniture, giving it a new lease of life and restore old cars. 

Client Services Administrator

Joel Stanley

Joel joined IQ as an intern in November 2020 having recently graduated from the University of Edinburgh.

Following a successful three-month internship he has been officially welcomed into the IQ family, working within the client services team and is enjoying getting to know our clients and broadening his understanding of the industry.

Outside of work, Joel enjoys watching football, keeping active and looking after Tom, the family tortoise.

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 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

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.