IQ CEO’s 2014 year end statement

January 22, 2015 admin


New Year






IQ CEO’s 2014 year end statement


Welcome to the IQ CEO’s 2014 year end statement.


As in every year, 2014 was incredibly interesting for those of us working in wealth management on behalf of private clients. The UK recovery continues as does the US, Europe continues to struggle, Greece is in the news again, interest rates continue to languish and there is even talk of deflation.  We had to contend with all of this in 2014 ad then came the pensions bombshell announcement which has really reinvigorated the pensions debate.


We have had a really busy year as ever, compounded by many new clients, the withdrawal of many of the retail private banks from giving financial advice and later in the year helping clients with their new pension freedom enquiries.


Team Growth

We were joined by a new adviser, Anura Nanayakkara, who came to us from HSBC Private Bank and Nick Rolf who has been working hard to get to qualified status has now done so and joins myself, Petronella, Emma and Anura assisting clients with their wealth management requirements.  Joining Lisa, Paul and Carolijn within the administration team we now have Stephen Daly and Stephanie Bell which beefs up this incredibly busy team.


Sadly, Caroline decided not to come back to work after giving birth to Edward and Karen also left us in 2014 to spend time with her family.



We have again had a fairly successful year in terms of our own reputation and commitment to being constantly being reviewed by our clients, peers and our sector.  We are particularly pleased to demonstrate our ongoing desire for excellence and consistency via the following recognitions and awards in 2014;

  • A fifth successive ‘Leading Adviser Practice Award’ at the Aberdeen Platform Awards.  We took the confident step of then withdrawing from the event in competitive terms and I have become a judge on the adviser’s category.
  • A Gold Standard for Independent Financial Advice and Wealth Management.
  • A fifth successive Top 25 Financial Planning Firm from Private Client Practitioner Magazine.
  • Retaining our 3 Star or ‘Exceptional’ Investor in Customers Award.
  • Shortlisted by Money Management as Adviser Firm of the Year and Best Wealth Manager.
  • Shortlisted by Professional Adviser Magazine as Adviser Firm of the Year London.
  • Looking forwards into the 2014-2015 business year I have been named by Spear’s as one of the UK’s Top Ten High Net Worth Wealth Managers within the TOP 500 Private Client Practitioners Listing and Petronella won the ‘Pro Bono’ Award from the PFS for her commitment to financial education and also fund raising for the Streetchild Charity.


Petronella West PFS Pro Bono







I continue to appear on Sky Business news talking about financial and investment matters and was also awarded a rare privilege by being allowed to be the first ever guest editor of Professional Adviser magazine as well as writing regularly for the Investors Chronicle and the Mindful Money website.


lee sky2







We thanked everyone last year who took part in our Investor in Customers Survey assessment and we are very pleased to report that we retained our 3 Star or ‘Exceptional’ rating.  We are incredibly proud of this achievement as it is an award based on those most important to us – you!


Keeping you informed

In terms of how we communicate with you, our social media channels on Twitter, Facebook, Flipboard and YouTube are all gathering steady support and our updated website which was introduced last year continues to get  lots of visits, particularly the News page and Peter’s own investment microblog – The Lowdown.  The Lowdown is becoming very well followed and is often quoted in the financial press so we are very pleased that this recognition is bringing to Pete’s efforts.  We have also had a great line up of guest writers from the fields of financial journalism, business advice, accountancy and marketing  which is something we are keen to continue and build upon in 2015.


Our new podcast and videocast series is in production and we will be rolling these out very soon so watch out for them.


I will close this IQ CEO’s 2014 year end statement in my normal fashion by wishing you a very happy, healthy and prosperous New Year and re-iterate our whole-hearted commitment to protecting and growing your wealth.


Thank you for continuing to support us as clients of Investment Quorum.








Lee Robertson, CEO

Lee is a Chartered Wealth Manager and is listed in the definitive Spears Wealth Management Index as one of the UK’s top 10 wealth managers. He is a regular contributor to the financial press and is often on television discussing wealth management and investment issues.


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