Investment Quorum
Financial planning and advice How it works
RetirementFeel secure and confident approaching retirement Building wealthGrow your money with smart, tax‑efficient planning Busy entrepreneursSave time with bespoke financial advice Passing down wealthClarity on your estate and inheritance tax Tough challengesSupport through sickness, bereavement and divorce Young professionalsLay the financial foundations for your goals
Client testimonialsReviews and videos Helix Check your portfolio and track performance 24/7 with our app Explore Helix

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Investment servicesDiscretionary fund management services Performance and returnsHow our portfolios have performed over time
Helix Check your portfolio and track performance 24/7 with our app Explore Helix
About us Our story
Meet the teamThe award-winning team making a difference News and insightsInvestment news, planning tips and market insights BrochuresInvestment strategy factsheets and brochures Help centreSelf-serve guides for our platform and app CareersStart your journey in financial services
Pricing
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  • How financial advice works
  • Retirement
  • Building wealth
  • Busy entrepreneurs
  • Passing down wealth
  • Tough challenges
  • Young professionals
  • Helix|our app
  • Client testimonials
  • Investment services
  • Performance and returns
  • Helix|our app
  • About us
  • Meet the team
  • News and insights
  • Brochures
  • Help centre
  • Careers
Pricing

Meet the team

Our philosophy is simple - hire a team of diverse, passionate people and foster a culture that empowers you to do your best work.
About us
Petronella West
→
Chief Executive Officer
Board of Directors
Nick Rolf
→
Director of Private Clients
Board of Directors
Peter Lowman
→
Chief Investment Officer, Global Market Strategist
Board of Directors
Jeremy Sharman
→
Chairman
Board of Directors
Lisa Ryall
→
Chief Operating Officer
Board of Directors
Elliot Finch
→
Chief Technology Officer
Technology
Faye Brindley
→
Head of Growth
Marketing
David Abbott
→
Head of Compliance
Senior Management
James West
→
Finance Consultant
Senior Management
Melissa Thorogood
→
Wealth Manager
Wealth Management
Richard Watson
→
Wealth Manager
Wealth Management
Jack Ingamells
→
Wealth Manager
Wealth Management
Simran Pittie
→
Wealth Manager
Wealth Management
Nick Harrington
→
Investment Analyst
Investments
Holly West
→
Investment Analyst
Investments
Sophie Ajudua
→
Investment Team Administrator
Investments
Sophie Crick
→
Client Services Manager
Client Services
Rhianne Whight
→
Senior Client Services Executive
Client Services
Josh Ryall
→
Client Services Executive
Client Services
Holly Hampsheir
→
Client Services Executive
Client Services
Natasha Patel
→
Client Services Executive
Client Services
Chloé Manville
→
Executive Assistant to the CEO
Wealth Management
Charlotte Thomas
→
Operations and Technology Manager
Technology
Doug Warwick
→
Chartered Tax Adviser
Business Partner
Investment Quorum

A financial planning and investment firm for those who’d rather be doing something else.

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Financial advice

  • Client testimonials
  • Retirement
  • Building wealth
  • Busy entrepreneurs
  • Passing down wealth
  • Tough challenges
  • Young professionals

Investment services

  • Performance and returns
  • Helix app

About us

  • Pricing
  • Meet the team
  • News and insights
  • Brochures
  • Help centre
  • Careers

All investments are high risk. You may get back less than what you invest. Past performance is not indicative of future returns.

© 2026 Investment Quorum Ltd. Investment Quorum Ltd is authorised and regulated by the Financial Conduct Authority.

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