John Gillies

Head of Operations

I oversee the Client Servicing and Investment Operations teams, ensuring our clients receive the best quality of service and their assets are securely protected.

The technology we use to efficiently manage our clients' investments is a key element of the business, and part of my role is managing and driving the development of the IT solutions and business processes that run across our end to end proposition.

After acquiring a 1st class honours in Mechanical Engineering I moved across to IT. I've subsequently spent more than 15 years in IT and Operations in the Financial Services sector, during which time I have also completed a Master in Business Administration.

Who is John?

What do you enjoy most about your job?

The most challenging and enjoyable aspect of the role is driving improvement and change through the business using technology or process developments to embed enhancements or address regulatory driven requirements.

What do you do outside the office?

I love to run and read fiction and sci-fi - to provide escapism from the day to day. This has recently been put on the back burner as my other “hobby” is renovating property; a black hole for both time and money!

What's your ideal weekend?

I have two beautiful children so my ideal Saturday morning would be an early run in the park, meeting the family for coffee and a well-deserved cake.

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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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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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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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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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 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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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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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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