A solid financial plan is the first step towards achieving your financial goals. Our experienced financial planners will work closely with you to help you get the most out of your wealth, both now and for the future.

We’ll review your current financial situation including income, assets, expenditure, and liabilities. We’ll also get to know you as a person – what’s important to you and what you want from your wealth.

If you have any concerns about your current or future finances, we’ll advise on a solution. If you have an exact goal in mind, we’ll help you get there.

But we can also guide you if you don’t have anything specific in mind. We’ll show you how to protect your wealth and maintain financial security for you and your family.

How can we help?

We can help you plan for:

  • Retirement and care home fees
  • Changes to your family life
  • Your children’s education
  • Supporting elderly or vulnerable relatives
  • Growing your wealth
  • Passing wealth on to the next generation
  • Charity & philanthropy.

You’ll get exactly the level of advice you need, for as long as you need. Whether you need budgeting advice and a simple savings plan or complex tax-efficient wealth structuring, we can help. If you need a long-term relationship with ongoing financial monitoring, we’ll be there for you.

And if you don’t know exactly what you need, we’ll help you work that out and get a plan in place.

If your financial plan involves investment to provide an income or grow your wealth, we can help with that too. Our investment management service gives you the peace of mind that experts are always looking after your assets and making sure they’re performing well.

Why Irwin Mitchell?

Our financial planners have worked for some of the world’s top financial institutions. We have years of experience advising a wide range of people with a huge diversity of assets and ambitions.

We know there’s no one-size-fits-all financial plan. You’ll get advice that’s specifically tailored to your financial situation and to you as a person.

The unique breadth of expertise available at Irwin Mitchell means that your plan will be as comprehensive as possible. Our financial planners will work closely with tax planners and wealth structuring experts to make sure it’s as efficient as possible. 

We have 15 offices around the UK so wherever you’re based, we can help. We’ll pay for your first meeting and there’s no obligation to continue if we’re not right for you.

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
Offices around the UK
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

Phone lines are open 24/7, 365 days a year
Richard Potts CEO of IM Asset Management Ltd Meet the team

More Information - Financial Planning

Ms A C

"Absolute amazing service that keeps us updated regularly on progress, no question is to much trouble to answer"

Jane Foster, Client

Elderly Care Crisis: A Tipping Point

"It’s never too late to start but the earlier you do the easier it is." - Richard Potts, CEO of IM Asset Management

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.

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