Jon Raettig

Finance Director

As Finance Director I am responsible for all the financial aspects of the business, ensuring our clients' assets are protected through the appropriate processes and controls. I am a Fellow of the Institute of Chartered Accountants in England & Wales, and a Chartered Fellow of the Chartered Institute for Securities & Investment.

Who is Jon?

What do you enjoy most about your job?

Having grown a business that makes a real difference to clients’ lives and financial wellbeing.

What do you do outside the office?

Days out exploring the Peak District that we are so lucky to have on our doorstep. I also enjoy dining out, baking, and swimming.

What's your ideal weekend?

Up to the North Yorkshire coast for a day on the beach with my family. Or the Isle of Man during TT fortnight.

Favourite book?

Harry Potter.

Favourite place?

The Austrian Alps.

Dream dinner party guests?

Dara O'Briain, Guy Martin, Mary Berry.

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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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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Vicky Clark

Head of Paraplanning

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I head up a team of paraplanners who provide expert report writing and technical support for a team of advisers.

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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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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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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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Richard Potts

CEO & Portfolio Manager

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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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Lewis Giaramita

Chartered Investment Manager

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

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David Sollitt

Chief Operating Officer

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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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