Wealth Protection

When I was at Simmons & Simmons a partner in the corporate department, Richard, collared me in the corridor, ‘I don’t know what you do exactly, but could you meet two brothers; clients of mine, who are about to sell their company for hundreds of millions of pounds… they would like someone to talk to!’
Of course, the answer was yes, I saw them and they became clients of mine; a relationship which lasted many, many years – but, what did I do for them?

International eXCellence Magazine interviews Lee Robertson of Investment Quorum, Award Winning Wealth Management Firm.
 -What is your background and education?