Investment Management

If you want to achieve your financial goals, you need to regularly assess and adjust your investments. Our advisers take the hassle out of investment management and have the knowledge and experience to help you get the most out of your money.

We’ll get to know you, what you want for the future, and how much investment risk you’re comfortable with. You’ll get a detailed financial plan, and then we’ll manage your investments to make that plan a reality.

Whether you’re putting money aside for your retirement, paying for your children’s education, or simply growing your wealth, we can help.

What is discretionary portfolio management?

Our advisers offer discretionary investment management, which means we make the decision to buy and sell investments within your portfolio on your behalf. Every decision is guided by a detailed financial plan that we agree with you before we start.

We’ll create a risk profile for you based on your goals, when you want to achieve them, and your attitude to risk. This will determine what type of assets we invest in and how we manage those assets for you.

Our strategy will aim to give you a regular income, grow your wealth for the future, or a mix of the two. We’ll do this by fine-tuning your investments as time goes on and as economic conditions change.

You’ll get monthly updates on how your investments are doing, the decisions we’ve made, and why we’ve made them. And your adviser is always available if you want to know more, or if your goals have changed.

Why choose Irwin Mitchell?

Our financial advisers have over 150 years’ experience and have worked in some of the world’s top financial institutions. We take time to understand our clients as people, and you’ll get advice that’s tailor-made for you.

You won’t be pressured into off-the-shelf investments that aren’t quite right. Instead you’ll get a unique financial plan and a team that’s dedicated to putting that plan into action.

We understand that sometimes your financial plans change and there may be a time in the future when we’re not quite right for you. That’s why we charge no exit fee* and will even recommend another adviser for you to use after us.

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.

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

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

Call us on

0370 1500 900

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Richard Potts CEO of IM Asset Management Ltd Meet the team

Our Wealth Management Process

"They are extremely professional and knowledgeable at all times. The communication, advice and support we have received are second to none."

Nina Jabang, Client

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.

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.

How do you decide the best way to invest my money?

Every client’s needs are different. We only invest when it’s best for you, and we always treat you as an individual.

We’ll work with you to agree goals and ambitions that are realistic and achievable. From there, we agree the most efficient investment route to take that’s suited to your unique needs.

We’ll start by agreeing the best product wrappers – such as an ISA or pensions - to maximise your tax allowances. We’ll then decide which assets have the best opportunity to achieve your goals. Our service is tailored to you and your ambitions at every stage.