Alan Easter

Head of Business Development

Who is Alan?

What do you enjoy most about your job?

The people; we have a fantastic team and are part of a great business. 

What do you do outside the office?

Spoil a good walk, uphill helm, dry-fly.

What's your ideal weekend?

One that starts on a Thursday and finishes on a Tuesday.

Favourite book?

Birdsong by Sebastian Faulks.

Favourite place?

Sussex Downs on a summer evening, I go at least once a week.

Dream dinner party guests?

Too many to mention, it would be a banquet!

Jeff Lader

Head of Compliance

More about Jeff

I am the Head of Compliance for IM Wealth Management and IM Asset Management.

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David Gooding

Senior Wealth Manager

More about David

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.

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Vicky Clark

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.

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David Sollitt

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.

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Jon Raettig

Finance Director

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.

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Richard Potts

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.

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Ed Tomlinson

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. 

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John Gillies

Head of Operations

More about John

I look after the operational side of the business, overseeing the Client Servicing and Investment Operations Teams.

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Lucy Emery

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.

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Lewis Giaramita

Chartered Investment Manager

More about Lewis

As a Chartered Investment Manager I implement the investment strategy for our in-house funds and client portfolios. 

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