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
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 15 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
Call our experts on:
0370 1500 900
Or we can call you back at a time of your choice
Request a call back
Phone lines are open 24/7, 365 days a year