Vicky Clark

Head of Paraplanning

I coordinate the paraplanning team, providing expert report writing and technical support for our financial advisers. I hold a number of financial advisory qualifications, including CeFA, DipFA and ACSI.

Who is Vicky?

What do you enjoy most about your job?

I enjoy being able to use my experience to help our clients understand their financial position through the use of easy to understand recommendation letters.

What do you do outside the office?

Most of my time is spent looking after my toddler.

What's your ideal weekend?

Spending time with my family.

Favourite book?

Wuthering Heights.

Favourite place?

Italy – Venice in particular.

Dream dinner party guests?

Leonardo Da Vinci, James Dean, Emily Bronte, and John Travolta.

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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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 Gooding

Senior Wealth Manager

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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

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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

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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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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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Alan Easter

Head of Business Development

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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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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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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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