Lee Robertson FCSI is a veteran of financial planning having founded and led the highly regarded Investment Quorum before making the decision to sell his majority share to his former colleagues in 2018.
He is now incredibly busy as the founder and CEO of Octo Members Group, an on-line community for and by practitioners. Still within financial services he acts as an adviser to several Boards and is a non-executive director with Cura Financial Services.
With a keen interest in education, particularly within new media, he is also a Visiting Lecturer at the University of Westminster.
He remains extremely passionate about the financial planning profession and is therefore a regular contributor as speaker, writer, awards judge and conference chair.