UK – Financial Planner of the Year
IQ CEO wins Gamechanger of the Year (Wealth Management)
IQ CEO wins Wealth Management CEO of the Year
Best Wealth Management Boutique &
Award for Excellence in
Tax Efficient Strategies
IQ’s CEO
retains Spear’s Top Ten High Net Worth Wealth Manager Listing
IQ’s Director Private Clients
enters Spear’s Top Ten High Net Worth Wealth Manager List
AI Business Excellence Awards
Best Wealth Management Boutique, London
Money Marketing Awards
Small Adviser of the Year
UK – Financial Planner of the Year
IQ CEO wins UK Gamechanger of the Year
Wealth Management
IQ CEO wins Spear’s high net worth wealth manager of the year 2016
Spears
IQ CEO makes Top Ten Recommended List
Spear’s High Net Worth Wealth Manager List
COLWMA
IQ Director Private Clients wins Wealth Manager of the Year (Female)
Professional Adviser Awards
Wealth Manager of the Year (London)
Portfolio Adviser Inaugural Media Marketing Award
PFS Pro Bono Award
Petronella West
Spears
IQ CEO makes Top Ten Recommended List
Spear’s High Net Worth Wealth Manager List
Gold Standard Award
Independent Financial Advice
Investors in Customers
3 Star ‘Exceptional’ Investor in Customers Award
Private Client Practitioner Magazine
One of UK’s Top 25 Financial Planners in 2014 Listings
Money Marketing Awards
Best Wealth Management
Money Marketing Awards
Adviser Firm of the Year
Professional Adviser Awards
Adviser Firm of the Year
London
Gold Standard Award for
Wealth Management
Gold Standard Award for
Independent Financial Advice
UK Leading Adviser Practice 2013
Aberdeen UK Platform Awards
IQ CEO makes
Citywealth Leaders List
2013
IQ CEO makes
Top Recommended List in Spear’s High Net Worth Wealth Manager List
(Top 15 in UK)
Citywire New Model Adviser
(London & Home Counties)
Professional Adviser Awards
Charity Champion
City of London
Wealth Management Awards 2013
Gold Standard Award for
Independent Financial Advice
Gold Standard Award for
Discretionary Portfolio Management
UK Leading Adviser Practice 2012
Aberdeen Platform Awards
Private Client Practitioner Magazine One of UK’s top 25 Independent Financial Advisers in 2012 listings
IQ CEO makes
Citywealth Leaders List
2012
Citywire Top 10 London IFAs
Investment Week
Fund Manager of the Year Awards 2012
Best Investment Advisory
Investment Adviser of the Year
and
Best Small Adviser Firm
City of London Wealth Management Awards
Best UK Wealth Manager
2012
IIC Client Loyalty Award
Gold Standard Award for
Independent Financial Advice
Leading Adviser Practice
Aberdeen UK Platform Awards
Private Client Practitioner Magazine
One of UK’s top 25 Independent Financial Advisers in 2011 listings
Citywire New Model Adviser
London & Home Counties
Spear’s Wealth Management Awards
UK Boutique Wealth Manager of the Year
Professional Adviser Awards
Best IFA Website 2011 category
Lee Robertson, CEO
Named as one of the UK’s Top 50 Wealth Managers of 2010
Spear’s Wealth Magazine
Creme de la Creme Business Award
Leading Adviser Practice
Aberdeen UK Platform Awards
3 Star Investor In Customers Award
Gold Standard Award for
Independent Financial Advice
Private Client Practitioner Magazine
One of UK’s top 25 Independent Financial Advisers in 2010 listings
Spear’s Wealth Management Awards 2010
Asset Management FIrm of the Year for High Net Worths
Spear’s Wealth Management Awards 2010
Boutique Wealth Management Firm of the Year
Gold Standard Award  for
Independent Financial Advice
3 Star IIC Award 2009
Logica Platform Awards
Leading Platform-Based Adviser
(Up to 10 Advisers)
Citywire New Model Adviser
London & Home Countries
Gold Standard Award for
Independent Financial Advice
3 Star IIC Award 2008
Shares Magazine IFA of the Year
Gold Standard Award for
Independent Financial Advice
3 Star IIC Award 2007
Citywire New Model Adviser of the Year
London & Home Countries
Gold Standard Award for
Independent Financial Advice
Gold Standard Award for
Independent Financial Advice
