Lee Robertson

    Lee is the managing director of Octo Members Group, a new venture aimed at supporting wealth managers and financial planners. He was the founding director of Investment Quorum and stepped back from the business in August 2018, though continues to support Investment Quorum in an advisory role.

    Lee is a chartered wealth manager and among other awards, is proud to have been recognised in the definitive Spear’s Wealth Management Index as one of the top ten wealth managers in the UK.