Lucy Emery

Financial Services Admin Team Leader

In my role I support individuals and represent the team within the business, conduct 1-2-1’s, provide support and administrative duties for our financial advisers, liaise with both internal and external clients on a daily basis with regard to arranging meetings, processing new business, preparing annual review paperwork and dealing with client requests.

Who is Lucy?

What do you enjoy most about your job?

The most pleasing aspect of my role is to know what a difference we are making for our clients each and every day.

What do you do outside the office?

I enjoy spending time outdoors with our labradoodle Baxter (who is bonkers) taking long walks in an attempt to tire him out! I love to catch up with friends as often as possible whether that be over a cuppa or a glass of wine.  One of my favourite pastimes is going to the theatre for a good old musical, nothing better to put you in a cheery smiley mood.

What's your ideal weekend?

Either a city break with lots of people watching, taking in the sights and sampling the local delights (food and drink of course) or a country retreat in a cosy cottage with the dog and a real fire!

Favourite book?

I read a lot of crime dramas/murder mysteries so I wouldn’t say I have a favourite book but rather a favourite genre.

Favourite place?

Santorini has to be top of the list.

Dream dinner party guests?

My nearest and dearest friends as I know there would be plenty of laughter and maybe the odd tear as we reminisce.

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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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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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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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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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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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 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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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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