Richard Potts

CEO & Portfolio Manager

As CEO I oversee all aspects of the business, managing our executive team who have day to day responsibility for each specific area. I am also the Chief Investment Officer, in which role I am responsible for all investment activities.

Who is Richard?

What do you enjoy most about your job?

Satisfying the trust clients have placed in us to meet their future financial needs.

What do you do outside the office?

Go to the gym supplemented by the occasional run and long distance hill walking. I like to attend a variety of concerts, read both fiction and non-fiction books and articles, cook and watch variety of sports.

What's your ideal weekend?

Walking in North Yorkshire followed by dinner in a good pub.

Favourite book?

Anything to do with financial markets and investing.

Favourite place?

Washington DC.

Dream dinner party guests?

My family.

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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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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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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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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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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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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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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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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