Ed Tomlinson

Head of Financial Planning

I work with both IM Asset Management and IM Wealth Management to ensure that all of our clients receive the very best financial advice to ensure their settlement meet their objectives.

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society. I also act as an Expert Witness on the structure of settlement on high value personal injury claims, and am a regular contributor to industry journals. 

Who is Ed?

What do you enjoy most about your job?

I most enjoy helping our clients realise their financial goals.

What do you do outside the office?

Outside of the office you are most likely to find me playing tennis!

What's your ideal weekend?

A picnic at Chatsworth with my family.

Favourite book?

Simon Singh – The Secret History of Codes and Code breaking.

Favourite place?


Dream dinner party guests?

Richard Feynman, John McEnroe.

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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Alan Easter

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.

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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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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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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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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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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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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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