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Petronella West

Cofounder, Director of Private Clients and CEO

Investment Quorum

United Kingdom, England, London

About Me

Petronella is a double-chartered, pension transfer specialist with an incredible 35 years of experience in the financial services industry. At IQ, Petronella provides personalized 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 truly 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 Ch

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Profile Information

Cofounder, Director of Private Clients and CEO

Investment Quorum

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

London

England

United Kingdom

Jul 13, 2025

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