Lee Robertson

Mechanics and guides: The growing trend of dual role advisers

Your profession

Mechanics and guides: The growing trend of dual role advisers

‘We're trying to upskill every adviser to have those deeper conversations’

clock 12 December 2022 • 6 min read
Marketing your advice business 101: Tips from the experts

Your Business

Marketing your advice business 101: Tips from the experts

Vital for small companies

clock 22 September 2021 • 8 min read

Technology

Lee Robertson and Rob Page unveil financial services app

Quartet of senior industry players involved

clock 11 September 2018 • 1 min read

People

Ex-Investment Quorum CEO Lee Robertson joins AiNED

Stepped down following MBO

clock 15 August 2018 • 1 min read

Companies

Investment Quorum's West becomes CEO after MBO; Robertson steps down

'Fantastic ambassador'

clock 10 August 2018 • 3 min read

People

Corporate responsibility integral to financial services - IQ's Lee Robertson

Industry Honesty charity total now past £60,000

clock 29 November 2016 • 2 min read

Your profession

Guest editor Lee Robertson: From clumsy beginnings...

The founding director and CEO of Investment Quorum looks back on a quarter of a century in financial services...

clock 01 September 2014 •