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IQ CEO wins Wealth Management CEO of the Year

2017 - WINNER

Best Wealth Management Boutique &

Award for Excellence in

Tax Efficient Strategies

2017 - WINNER

IQ’s CEO

retains Spear’s Top Ten High Net Worth Wealth Manager Listing

2016 - RECOMMENDED

IQ’s Director Private Clients

enters Spear’s Top Ten High Net Worth Wealth Manager List

2016 - RECOMMENDED

AI Business Excellence Awards

Best Wealth Management Boutique, London

2016 - WINNER

Money Marketing Awards
Small Adviser of the Year

2016 - WINNER

UK – Financial Planner of the Year

2015 - WINNER

IQ CEO wins UK Gamechanger of the Year
Wealth Management

2015 - WINNER

IQ CEO wins Spear’s high net worth wealth manager of the year 2016

2016 - WINNER

Spears
IQ CEO makes Top Ten Recommended List
Spear’s High Net Worth Wealth Manager List

2015 - RECOMMENDED

COLWMA
IQ Director Private Clients wins Wealth Manager of the Year (Female)

2015 - WNNER

Professional Adviser Awards
Wealth Manager of the Year (London)

2015 - WINNER

Portfolio Adviser Inaugural Media Marketing Award

2015 - WINNER

PFS Pro Bono Award
Petronella West

2014 - WINNER

Spears
IQ CEO makes Top Ten Recommended List
Spear’s High Net Worth Wealth Manager List

2014 - TOP RECOMMENDED

Gold Standard Award
Independent Financial Advice

2014 - WINNER

Investors in Customers

3 Star ‘Exceptional’ Investor in Customers Award

2014

Private Client Practitioner Magazine
One of UK’s Top 25 Financial Planners in 2014 Listings

2014 – Winner

Money Marketing Awards
Best Wealth Management

2014 - Shortlisted

Money Marketing Awards
Adviser Firm of the Year

 

2014 - Shortlisted

Professional Adviser Awards
Adviser Firm of the Year
London

2014 - Winner

Gold Standard Award for
Wealth Management

2013 - Winner

Gold Standard Award for
Independent Financial Advice

2013 - Winner

UK Leading Adviser Practice 2013
Aberdeen UK Platform Awards

2013 - Winner

IQ CEO makes
Citywealth Leaders List
2013

2013 - Recommended

IQ CEO makes
Top Recommended List in Spear’s High Net Worth Wealth Manager List
(Top 15 in UK)

2013 - Recommended

Citywire New Model Adviser
(London & Home Counties)

2013 - Finalist

Professional Adviser Awards
Charity Champion

2013 - Shortlisted

City of London
Wealth Management Awards 2013

2013 - Shortlisted

Gold Standard Award for
Independent Financial Advice

2012 - Winner

Gold Standard Award for
Discretionary Portfolio Management

2012 - Winner

UK Leading Adviser Practice 2012
Aberdeen Platform Awards

2012 - Winner

Private Client Practitioner Magazine One of UK’s top 25 Independent Financial Advisers in 2012 listings

2012 - Winner

IQ CEO makes
Citywealth Leaders List
2012

2012 - Recommended

Citywire Top 10 London IFAs

2012 - Recommended

Investment Week
Fund Manager of the Year Awards 2012
Best Investment Advisory

2012 - Finalist

Investment Adviser of the Year
and
Best Small Adviser Firm

2012 - Shortlisted

City of London Wealth Management Awards
Best UK Wealth Manager
2012

2012 - Shortlisted

IIC Client Loyalty Award

2011 - Winner

Gold Standard Award for
Independent Financial Advice

2011 - Winner

Leading Adviser Practice
Aberdeen UK Platform Awards

2011 - Winner

Private Client Practitioner Magazine
One of UK’s top 25 Independent Financial Advisers in 2011 listings

2011 - Winner

Citywire New Model Adviser
London & Home Counties

2011 - Finalist

Spear’s Wealth Management Awards
UK Boutique Wealth Manager of the Year

2011 - Shortlisted

Professional Adviser Awards
Best IFA Website 2011 category

2011 - Commended

Lee Robertson, CEO
Named as one of the UK’s Top 50 Wealth Managers of 2010
Spear’s Wealth Magazine

2010

Creme de la Creme Business Award

2010 - Winner

Leading Adviser Practice
Aberdeen UK Platform Awards

2010 - Winner

3 Star Investor In Customers Award

2010 - Winner

Gold Standard Award for
Independent Financial Advice

2010 - Winner

Private Client Practitioner Magazine
One of UK’s top 25 Independent Financial Advisers in 2010 listings

2010 - Winner

Spear’s Wealth Management Awards 2010
Asset Management FIrm of the Year for High Net Worths

2010 - Shortlisted

Spear’s Wealth Management Awards 2010
Boutique Wealth Management Firm of the Year

2010 - Shortlisted

Gold Standard Award  for
Independent Financial Advice

2009 - Winner

3 Star IIC Award 2009

2009 - Winner

Logica Platform Awards
Leading Platform-Based Adviser
(Up to 10 Advisers)

2009 - Winner

Citywire New Model Adviser
London & Home Countries

2009 - Finalist

Gold Standard Award for
Independent Financial Advice

2008 - Winner

3 Star IIC Award 2008

2008 - Winner

Shares Magazine IFA of the Year

2008 - Finalist

Gold Standard Award for
Independent Financial Advice

2007 - Winner

3 Star IIC Award 2007

2007 - Winner

Citywire New Model Adviser of the Year
London & Home Countries

2006 - Runner Up

Gold Standard Award for
Independent Financial Advice

2006 - Commended

Gold Standard Award for
Independent Financial Advice

2004 - Commended

A Wealth Management strategy built around you 

At Investment Quorum we are proud to offer an award winning wealth management service comprising detailed financial planning based on your aspirations, goals and values and supported by comprehensive investment management solutions.  It is only by paying particularly close attention to your financial imperatives around planning, investments and retirement income that we can forge a relationship based upon clear and impartial advice. After all, it is your future you are looking to safeguard.

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