CEO & Portfolio Manager
More About Richard
I am the Chief Executive of IM Wealth Management, responsible for all aspects of the business operating through our executive team.
Head of Business Development
More About Alan
I manage all aspects of our Wealth Management business, ensuring we deliver the very best outcomes for all our clients.
Chief Operating Officer
More About David
I am the Chief Operating Officer for IM Wealth Management, working to both grow the business and deliver the best service to our clients.
Head of Financial Planning
More About Ed
I am the Head of Financial Planning for the Court of Protection, working with both IM Wealth Management and IM Asset Management to protect our clients' financial interests.
Head of Compliance
More About Jeff
I am the Head of Compliance for IM Wealth Management and IM Asset Management.
Head of Operations
More About John
I look after the operational side of the business, overseeing the Client Servicing and Investment Operations Teams.
Senior Wealth Manager
As a Senior Wealth Manager I work with the rest of the team to ensure that clients receive the very best financial advice to achieve their goals.
More About Jon
I manage the financial aspects of the business, in particular the processes and controls that ensure the protection of our clients’ money and assets.
Chartered Investment Manager
More About Lewis
As a Chartered Investment Manager I implement the investment strategy for our in-house funds and client portfolios.
Financial Services Admin Team Leader
More About Lucy
I am the team lead for the Financial Services Administrative team, providing support for both our financial advisers and our clients.
Head of Paraplanning
More About Vicky
I head up a team of paraplanners who provide expert report writing and technical support for a team of advisers.