Providing financial reassurance through
expert advice, outstanding service and lasting relationships

Investing For Your Future

Everyone’s goals are different; but our commitment to our clients is the same

Whether you’re planning for retirement, securing your children’s future or looking for the right ISA, we can help.

Our experienced and expert advisers work very closely with our in-house portfolio management team to provide a service that we are proud of.

Our fees are fair, meaning that at all times you will know what you're paying for, and why. Our fees are tailored to the level of advice you need, and the level of involvement we agree is appropriate.

Our Client Commitment

Whoever you are, wherever you’re going, we want to help you reach your goals.

Our clients are at the heart of what we do. We take time to get to know you, so that we can know we’re always making your money work for you in the way you want.

Our management team has been recruited from some of the most respected businesses across our sector, to create a firm that has diverse and in-depth knowledge.

We are not about a quick fix. Wealth management is a journey and we see ourselves as trusted advisers on that road. Our process is tailored to you and your goals, at every stage.

Read more about our process

Our Experts

Richard Potts

CEO and Portfolio Manager

Richard has over 30 years’ experience as an Investment Manager at some of the world’s largest banks and asset managers, including HSBC and UBS. 

He has been CEO of IM Asset Management for over 12 years, and was the inspiration behind IM Wealth Management, helping people from all walks of life invest their money in the way that works best for them.

More about Richard

Our Values

IM Wealth Management - Putting you first

Fair pricing

Our transparent fee structure means you always know what you are paying for and there are no hidden surprises down the line.

Find out more about our fees


We always strive to give you the best advice and to only do what we believe is the very best for you and your money. Because of this, we will only act in accordance with a mutually agreed plan.

Read about our investment process

Part of the Irwin Mitchell Group

Irwin Mitchell is one of the country’s largest providers of legal services, established in 1912. As part of this group, IM Wealth Management is built on stability and reputation.

About IM Wealth Management

Offices across the country

We have a national presence, so you know we’re there when you need us most.

Find out how to get in touch

Understanding You

We take time to understand our clients as individuals. Key to this is working out what's known as a risk profile – understanding your goals and your attitude to risk, so we know which investment strategies work best for you. 

Read more about risk profiling

Get In Touch

Ready to get started? Want to find out more? Get in touch today - the first meeting is always at our cost.

Contact the team today

Frequently Asked Questions

Still not sure? Have a look at some of our most frequently asked questions here to see if you can find what you’re looking for.

Alternatively, give us a call to speak to an adviser today.

Explore our Frequently Asked Questions