Our Wealth Management Services

From making sure your children are financially secure to planning for your own retirement, our experts can help you with all aspects of wealth management.

Whether you’re planning for retirement, securing your children’s future or looking for the right ISA, we can help. Our experienced and expert wealth management advisers work very closely with our in-house portfolio managers to get you the results you want.

Wealth management is a team job. We’re one of the few places you can get all the specialists you need under one roof - financial planners, tax planners, and portfolio managers.

We work closely together, saving you time and money compared to shopping around and managing multiple separate advisers. It means that whatever advice you need, you’re always speaking to someone who understands the full picture.

You can benefit from:

Detailed financial planning
Bespoke investment advice
Income and expenditure advice
Pensions advice
Regular performance monitoring and review of financial goals.

Whoever you are, wherever you’re going, we want to help you reach your goals.

Our clients are at the heart of what we do. We take time to get to know you, so that we can know we’re always making your money work for you in the way you want.

We’re not about a quick fix. Wealth management is a journey and we see ourselves as trusted advisers on that road. Our methods are tailored to you and your goals, at every stage.

You’ll always know what you’re paying for, and why. You’ll only ever pay a fair price for the level of advice you need, and the level of service we both agree on.

We believe in freedom of choice. If you choose to switch to a different financial adviser, we won’t charge you an exit fee. In fact, we’ll help you find someone else.

We cover the cost for your first meeting and there’s no obligation to go any further. And with offices nationwide, we can help wherever you’re based.

We also have years of experience in helping people manage large personal injury compensation settlements. If you or a loved one has received a large settlement, we can provide you with financial planning that gives you security for the future. Find out more about financial planning following a personal injury claim.

So call today on 0370 1500 900 or contact us online to find out more about how we can help you.

All financial and wealth management services are provided by IM Asset Management Limited which is regulated by the Financial Conduct Authority (FCA).

Fair, transparent pricing

Integrated financial and investment advice

No exit fee*

Over 150 years’ financial planning and investment management experience

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0370 1500 900

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Phone lines are open 24/7, 365 days a year

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0370 1500 900

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Richard Potts CEO of IM Asset Management Ltd Meet the team

Our Wealth Management Process

Making a difference to your wealth, your ambitions and dreams is at the heart of what we do.

Whatever stage in life you’re at, our wealth management service will help realise your financial aspirations today and for the future.”

Richard Potts, CEO of IM Asset Management Ltd

Frequently Asked Questions

Is there a minimum amount I have to invest?

No. We don’t value people based on how much they have to invest.

However, not everyone needs complex financial advice. Although our fees are competitive, you may be able to get more cost-effective advice for simpler financial issues elsewhere.

Since we pay for the first meeting, we use this time to work out if we’re right for you.

Call today on 0370 1500 900 or contact us online to find out more, free of charge.

How much does it cost?

Whether you have a large sum to start with or want to put a little away each month, our commitment to you is the same, and our fee structure reflects that. You only pay for the level of service that’s right for you.

We’ve broken our service into four separate stages, so we can tailor our charges exactly to your needs. You’ll always know what you’re paying for and why. You’re also free to leave at any time, with no exit fee.*

First Meeting – We pay for your first meeting. It’s a chance to talk about what you want to achieve and whether we’re right for you. If not, you pay nothing and we’ll even try to recommend an alternative.
Financial Planning – We charge a flat fee for the next meeting where we build your financial plan. This helps us give you impartial advice because everyone pays the same, however much they decide to invest.
Set-up – The cost of putting your plan in action will depend on what we’ve agreed to do. We’ll let you know this cost before starting any work and only go ahead if you agree.
Maintenance – We can monitor and adjust your investments to make sure your money keeps working as hard towards your plan. We’ll work out an percentage fee based on the work and costs involved, and agree this with you in advance.

Who can use this service?

Anyone. Whether you’re already an Irwin Mitchell client or not, our services are available to everyone who needs us.

We pay for your first meeting. So whatever your financial planning needs, give us a call on 0370 1500 900 and we can work out whether or not we’re right for each other. If we can’t help, we’re sure we’ll know someone who can.

What Our Clients Say

We truly value and appreciate the feedback we receive from our clients, as we look to improve the services we offer on an ongoing basis.

Our Offices

Our offices are located in major cities throughout the UK and have excellent transport links.

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Our Locations

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Our Wealth Management Services

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Our Wealth Management Process

Step 1: Getting to know each other

Step 2: Creating your risk profile

Step 3: Designing your individual plan

Step 4: Agreeing your plan

Step 5: Putting it into action

Step 6: Monitoring and fine tuning