Podcasts about investment quorum

In today's rapidly changing landscape, it is increasingly important to address the growing savings gap and ensure individuals have access to expert guidance and support in managing their finances. During this webinar, we will explore the current state of the financial advice industry and shed light on the limitations of existing advisers. We will address the need to incubate and nurture aspiring advisers who possess the essential attributes to prioritise the client's best interests. While certain skills can be taught, the fundamental commitment to putting clients first is paramount. We will tackle the challenge of training new advisers while acknowledging the associated costs. We will discuss innovative strategies and potential solutions to make the training process more effective and efficient. Join us as we discuss and champion the empowerment of a new breed of financial advisers who will reshape the future of advice, fostering financial well-being and prosperity for all. Find out more about this event on our website: https://www.zyen.com/events/all-events/closing-the-savings-gap-empowering-a-new-breed-of-financial-advisers/ Speaker: Petronella West is the CEO of Investment Quorum. She is a double-chartered, pension transfer specialist with an incredible 35 years' experience in the financial services industry. At Investment Quorum, 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 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.

Building Octo Members - a content based community with Lee Robertson - MAF269 This week let's talk about Octo Members, an app based content community for financial services professionals. My guest is one of the founders of Octo Members, Lee Robertson. And this is episode 269 of the Marketing and Finance Podcast. We chat about Lee's history as an wealth manager and financial adviser The spark behind the developmentof Octo Members Why Octo Members is an app based community How Lee and the team put together content for Octo How the community has embraced virtual events during the pandemic Who is Lee Robertson? Lee is a multi-award-winning wealth manager and self-confessed Scottish Presbyterian workaholic. He was previously founder and former CEO of Investment Quorum and one of the advisory communities best known and most well respected figures. A former serviceman and Past Master of the Guild of Entrepreneurs, and the driving force behind Octo. Links and Show Notes. For links to the books and apps mentioned, please visit http://rogeredwards.co.uk/MAF (http://rogeredwards.co.uk/MAF) for the show notes. What is the Marketing and Finance (MAF) Podcast? This podcast is all about keeping marketing simple and all things finance. I’m Roger Edwards, a professional speaker and consultant from Edinburgh. Talk to me if you want to cut the complexity and the BS from your marketing strategy. The MAF Podcast is a 30-minute radio show you download from http://rogeredwards.co.uk/MAF (http://rogeredwards.co.uk/MAF), iTunes or Spotify. Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes (http://rogeredwards.co.uk/itunes). Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk/ (http://rogeredwards.co.uk)

Investment Quorum director private clients, Petronella West; EQ Investors technical director, Jeannie Boyle; and Equanimity IFA managing director, Helen Howcroft come together to discuss diversity in advice, educating and inspiring women and why the imposter syndrome still prevails.

Welcome to the 45th CONKERS’ CORNER recorded on 21st April 2017. In this interview, I have the pleasure of speaking with the founding Director and Chief Executive Officer of Investment Quorum, @leerobertsonIQ Lee Robertson. Investment Quorum is an award winning, independent boutique, Wealth management service and Lee is responsible for the business’ strategic direction amongst many other tasks. Lee grew up a working class family in the town of Brechin, Angus in Scotland. He went to Brechin High School, didn’t go to University and instead went straight into the Royal Navy. More recently however Lee did complete a degree in Financial Services with Edinburgh Napier University by distance learning. Lee spent nine years in the Royal Navy and originally worked in the Communications sector, where he learned morse code. He eventually concluded his service career in the Intelligence section. He admits that his start in the Financial sector in 1990 was actually by mistake, as he gained his first job with Allied Dunbar as a Sales Associate. In 1991 he moved to Halifax Group where he worked as Financial services manager, and this is where he first met his now Business partner Petronella West. Lee then moved to Royal Scottish Assurance (Royal Bank of Scotland (RBS) Marketing Group) in 1993 as a Senior Financial Consultant. He remained with RBS until 1995 when he chose to set-up his first firm Capulet Financial Management with a former manager of his from RBS. Then in October 2000, Lee started Investment Quorum and invited Petronella West to join him. IQ is a deliberately sized boutique wealth management firm delivering high quality financial planning and investment solutions to private clients, trusts and charities. He describes the ethos at IQ as “absolutely client first”. This is proven out by the fact that IQ have won many industry awards, many of which have been voted for by their peers. Additionally Lee* and Petronella have also won individual industry awards for their outstanding work and achievements in the Wealth Management /Financial services sector. *Just a month earlier Lee had won an International business award for leadership in UK Wealth Management Lee describes himself as an international investor with preference for the tech sector. He also likes bluechips that pay a dividend. The first share he purchased was that of British Gas via the privatisation of British Gas Corporation by the UK Government in August 1986. Through its numerous splits, de-mergers and mergers, Lee still holds his shares in British Gas in its current guise of Centrica. With regards to private investments, Lee describes himself as fairly “middle of the road” investor: not too aggressive, not too conservative. He likes the tech, healthcare and biotech industries and likes to collect his dividends. With regards to investing, Lee is an advocate of “stay in the market, get in and stay in” and if you don’t require the money stay invested and stick to your plan as you should not be reacting to macro events. This discussion provides a fascinating insight into the journey that Lee has taken, which so far has encompassed Scotland, Royal Navy, Communications, Sales, Mortgages, Finances Services, Public speaking, Wealth Management, Investment Quorum and much much more. The topics we discussed include: -Stocks; -Power of compound investing; -EIS; -Timing Markets; -Financial costs; -Fees; -Continual learning; -Communications; -TECH/Tesla; -Timing markets; -Public speaking; -Moral compass; -Clients first; -Mindset; -Lessons learnt; -Warren Buffett; Having worked in Financial services and Wealth Management sectors since 1990, Lee had a wealth of knowledge and experience that has been recognised globally. Listen now to gain insights into how Lee Robertson selects, researches and filters his personal investments dependent on the macro environment and the duration that he holds his investments for. Learn from the lessons in his successful, insightful vast...

Welcome to the 28th CONKERS’ CORNER. In this interview I have the pleasure of speaking with the co-founder and Director of Private Clients at Investment Quorum, @PetronellaW Petronella West. Investment Quorum is an award winning independent boutique Wealth management service. Petronella started her journey in Financial Services at the age of 18 years opting not to finish her A levels as she had a passion to get into the world of work. Having started off in Administration, Petronella spent ten years at the Halifax Independent Financial Advisers where she completed all Financial Planning exams and achieved great success. She went self-employed in 1997 and co-founded Investment Quorum http://investmentquorum.com/ in October 2000 with Lee Robertson who is currently their Chief Executive Officer. Investment Quorum is a deliberately sized boutique wealth management firm delivering high quality financial planning and investment solutions to private clients, trusts and charities. Petronella has channelled her passion, energy and ability to build and maintain client relationships. She is extremely focused on providing personalised financial planning strategies and excellent investment solutions. Petronella’s ethos for Investment Quorum is to support clients that are enlightened and informed about the valued added benefits of great financial planning. She is passionate about maintaining integrity, having your clients at the core of everything and believes that the client always comes first. Petronella first started investing into her pension in her twenties and then got involved in the property market. She describes herself as a “very high risk investor”. Her principles are aligned with one of her investment gurus Warren Buffett, in that one should “know exactly what you are getting involved in”. Therefore she is firm believer in a long-term equity only, invest and hold strategy, seeking long-term value to have capital for retirement and long term goals. She stresses that one should never get emotionally attached to a Fund Manager and be prepared to leave those funds that are not performing. Listen now to gain insights into how Petronella invests and learn from the lessons in her successful and insightful investing journey.

At Investment Quorum we have always taken it seriously that we must be benchmarked by others. It is all right for us to say we think we know what we are doing but we think it is right that others come in and look at our processes look at what we do and look at what we do for clients and give us an opinion on that. Some of that is done very formally, for instance we were the first UK wealth manager to achieve the highest 3 star or ‘Exceptional’ Investor in Customer status and that is all around what our customers think about us and what our clients say. We also have won several awards within our industry, I have been assessed as one of the UK’s top wealth mangers, Investment Quorum is recognised as one of top 25 wealth management companies in the UK. We have picked up awards for financial planning, we have picked up awards for investment management, for client care and for client communications. That is not to show off. What it is to say is that we invite people and organisations in to benchmark our processes to see that we are appropriately delivering what our clients need from us.

Should someone wish to decide investigate becoming a client of Investment Quorum, it is a pretty detailed process. The first meeting, typically is about an hour or an hour and a half. Typically it is held at our expense. We think it is right that potential clients can look us in the whites of our eyes and see if we are what they are looking for. We discuss during that meeting what we charge, how we charge it, what the client is looking to achieve, when there retirement date is, what investment experience they of investment already so it is quite a detailed process covering a lot of ground. If at the end of that meeting they feel they wish to move forward with us we will give them a named adviser so they know they have a point of contact from there on in. The administration team would then begin gathering all of the information from all of their existing policies, plans and holdings and then feed it back to their named adviser to analyse it in accordance with their discussions and build a financial or investment plan for discussion at a subsequent meeting. Moving forward from there we would be looking to meet clients at least once a year, we believe have to deliver value to clients and therefore talk to them constantly with a weekly markets update, they receive quarterly valuations of their portfolios as well as regular financial planning content and events. It is a fact that most of our clients have been with us for many, many years as we work very closely with them.

It’s hard to describe a typical client of Investment Quorum but I think they have one thing in common they have chosen to get very involved in their own financial affairs but they are looking for help, they are looking for support. They are usually very involved themselves, they take an interest and they are not ‘fire and forget’. They are from across the spectrum, we have diverse clients, we are City based so we have clients from the City but we also have clients from as far away as Scotland and the West Country, we even have clients in Europe. But the one thing I think they are looking for in a wealth manager is that very close co-operation. They understand that there are larger organisations out there, perhaps with more resources but they have taken the choice to work with a firm which really puts there interests at the heart of what it does.

Investment Quorum differs in that we are one of the smallest in the UK, we have a team of eleven. Wealth management is typically delivered by the private banks or big investment managers. We think the failings there have been very much that people come and go, the teams can be unstable, the wind changes, new management comes in, different processes happen. This is what we do for a living, day in day out. It is the only thing we do. Stability of team, stability of client and working extremely closely with those clients to optimise their chances of success. We see clients every year, many more than once a year and I think that is incredibly important.

The investment quorum is a team. There is myself, there is the Director Private Clients, Petronella West and she has around 25 years of financial planning experience and my Chief Investment Officer, Peter Lowman, has over 40 years professional investment market experience mainly gathered at Cazenove’s but for the last 7 years within Investment Quorum. The Customer Care Team, Operations, Lisa Ryall and Paul Goodrich have been around for many, many years. We are a very stable team, people tend not to come and go and there as many support members of our team as advisers in the team and we think that this is incredibly important. We work on a very collegiate basis, everyone is involved with everyone but, of course, clients want stability of advice so they will have a nominated adviser who always looks after them. That’s not to say that they are the only one to work with the client but they always have a named adviser. In fact what we have seen as clients arrive to us from larger organisations they have become very fed up there with being passed from pillar to post, people have come and people go and they have to constantly re-explain what they are looking for so that is not the way we operate. At Investment Quorum clients it’s a very stable team where you are looked after by the same people.

Personal finance editor Moira O'Neill discusses updates to Alliance Trust, investing an NHS pension, using structured products and smart and sassy ETF launches. With Lee Robertson, CEO of Investment Quorum, personal finance deputy editor Leonora Walters and personal finance writer Kate Beioley See acast.com/privacy for privacy and opt-out information.