2010

              

  • Lee Robertson, CEO of Investment Quorum, named as one of the UK's top 50 Wealth Managers of 2010 by Spear's Wealth Magazine
  • Winner: Creme de la Creme Business Award 2010
  • Private Client Practitioner Magazine, Investment Quorum assessed as one of the UK's top 25 Independent Financial Advisers in 2010 listings

 

  • Highly Commended: Professional Adviser Magazine Awards, Best IFA Website 2010 category

 

2009

                 Gold Standards Award logo        IIC award logo

 A fantastic year with three coveted awards and a near miss!

  •  Finalist: Citywire New Model Adviser (London & Home Counties)
  •  Winner: Logica Platform Awards, Leading Platform-Based Adviser (Up to 10 Advisers)
  •  Winner: Gold Standards Award 2009 for independent financial advice
  •  Winner: 3 Star IIC Award 2009.

 

2008

      Shares Awards 2008
Another great year with two highly coveted awards and a narrow miss in The Shares Magazine awards. 

  • Winner: Gold Standard Award 2008 for independent financial advice
  • Winner: 3 Star IIC Award 2208.     
  • Finalist: Shares Magazine IFA of the Year 2008

 

2007

  • Winner: Gold Standard Award for independent financial advice 2007
  • Winner: 3 Star Investor in Customers Award 2007

As of 2007, we were extremely proud to be the only wealth managers to have been awarded both a 3 star' Investor in Customers' award and a coveted 'Gold Standard' Award for financial advice since their launch in 2004. To have received the first ever IIC award at 3 star level and to be one of only 4 companies as of 2007 to have received a Gold Standard really does set us out as unique amongst wealth managers.

 

2006

                   

  • Runner-up:  Citywire New Model Adviser of the year, London & Home Counties 2006                                                                       
  • Highly Commended:  Gold Standard Awards 2006

 

2004

  • Commended:  Gold Standard for Independent Financial Advice 2004
 

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