
IQ Wealth Manager
Nick Rolf Wins Bronze, Future Leaders Awards

IQ Wealth Manager
Nick Rolf shortlisted for future leader award 2017

IQ’s Director Private Clients
entry Spear’s Top Fifty High Net Worth Wealth Manager List

UK – Financial Planner of the Year

Best Wealth Management Boutique &
Award for Excellence in
Tax Efficient Strategies

IQ’s Director Private Clients
entry 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

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

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

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

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

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