Jeff Lader

Head of Compliance

I hold the CF10 and CF11 FCA controlled functions, which means I am also the Money Laundering Reporting Officer. I'm head of the firm’s risk function and a member of the Executive Committee and the Risk Committee.

I am a qualified Chartered Accountant and Company Secretary.

Who is Jeff?

What's your ideal weekend?

Slowly travelling across the villages of North Yorkshire finding interesting new places.

Favourite book?

The Master & Commander series by Patrick O’Brian.

Favourite place?

Singapore – I loved the vibrancy of the place.

Dream dinner party guests?

My wife and three children.

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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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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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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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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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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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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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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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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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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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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