David Sollitt

Chief Operating Officer

In my role I am responsible on a day to day basis for ensuring that the needs of our clients are met, while helping to grow the business in the long term and making IM Wealth Management a great place to work. 

Who is David?

What do you enjoy most about your job?

Making a difference for clients and colleagues.

What do you do outside the office?

I'm a dedicated Sheffield Wednesday fan.

What's your ideal weekend?

Relaxing with the family.

Favourite book?

The Snail and the Whale.

Favourite place?

S6 1SW.

Dream dinner party guests?

Angus Young, Elastigirl, Michael Palin, Jack Charlton.

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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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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Lucy Emery

Financial Services Admin Team Leader

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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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Jon Raettig

Finance Director

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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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Jeff Lader

Head of Compliance

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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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Ed Tomlinson

Head of Financial Planning

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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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Alan Easter

Head of Business Development

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I manage all aspects of our Wealth Management business, ensuring we deliver the very best outcomes for all our clients.

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John Gillies

Head of Operations

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

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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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