Chief Executive Officer
Petronella is a double-Chartered, pension transfer specialist with an incredible 35 years of experience in the financial services industry. At IQ, Petronella provides personalised financial planning and investment solutions, with a particular focus on retirement.
Her passion is in business financial planning, and she has a deep belief in cashflow modelling to help clients fulfil the life they truly want. Petronella says the fun starts when, based on the close relationship of trust, she can start solving what her client perceives as a problem. She was awarded Wealth Manager CEO of the Year at the City of London Wealth Manager Awards 2022.
Outside of IQ, Petronella is heavily involved in Charity work, specifically working with Sierra Leone-based charity, Street Child.
Accreditations
CII Chartered Financial Planner
CISI Chartered Wealth Manager, MCSI
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