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  • Home
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  • Investment Management

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

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Richard Potts CEO of IM Asset Management Ltd Meet the team
Our Wealth Management Process
    • Step 1: Meet to discuss
    • Your first meeting with us is at no cost to you. This time is to see if we’re a good fit with one another.

      We’ll explain our costs and services, and see if we can help you with your goals.

      To find out if we can help you, we need to get to know you as a person - what you want to achieve, when you expect that to be, and what’s important to you.

      If we’re both happy that we’re right for you, we’ll agree the best way to start.

    • Step 2: Review your current situation and arrangements
    • Taking the time to understand you lets us build an investment plan that’s tailored specifically to you.

      We’ll plan your finances and your investments based on what you want from your wealth and when you want it.

      We’ll also look at the assets you have already and how much risk you’re comfortable with to achieve your goals, no two financial plans are the same.

      We will tailor a unique plan that combines your attitude towards risk with everything else we know about you and your objectives.

    • Step 3: Provide Recommendations
    • We will provide our recommendations for your financial plan to you in writing and then meet to discuss them with you. We want to ensure that you know as much about your financial plan as you want to.

      If you agree with our recommendations and want to proceed, we will then ask you to sign the necessary paperwork so that we can implement your financial plan.

      This may take a little while, but we will keep you updated with what is happening and let you know when everything is completed and up and running.

    • Step 4: Review regularly
    • Your financial plan is now set up and running. We’ll keep a close eye on it to make sure it’s performing within the agreed risk levels. If we’re worried about anything or think we need to make any changes, we’ll get in touch.

      Every six months, you’ll get a valuation of your account as well as a written investment review, and you can speak to us as often as you like between these updates.

      At least once a year, we’ll also invite you to a meeting to talk about your financial plan and how it’s performing. We’ll run through our investment process again to check your plan is the best it can be. For us, our advice is an ongoing relationship.

      We understand that your goals can change over the years. That’s why we make sure that your plan continues to work for you by regularly monitoring your investments and reviewing your financial goals.

Ms A C

"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.

Read More... Read Less...

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.

Read More... Read Less...

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.

Read More... Read Less...

*IM Asset Management Ltd won't charge any exit fees. There may be fees from the investment manager and we'll do everything we can to make sure that you're aware of these before you invest.

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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.

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5
Very impressed

I am so happy i chose Irwin Mitchell as my solicitors, they have done nothing but help me threw my recovery since my tragic accident, I am still recovering and they do their absolute best to make my life easier…

Kayley hicken
5
Sheffield conveyancers are simply the best!

Fast friendly and efficient service from Sheffield team all dealt with electronically due to distance with buying on south coast... The price quoted was fair, fixed and compared favourably against other large firms. Would definitely use again and recommend to anyone.


Client
5
Medical Negligence Solicitors

I would highly recommend this firm. My medical negligence claim was handled very well by my solicitors Margaret Ryan and Rebecca Haigh. They have kept me well informed…

Abby
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Our Offices

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

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About Irwin Mitchell

Founded in Sheffield in 1912, Irwin Mitchell has always been a bit different. Our advisers really get to know the people and business that we help.

It's what we call 'expert hand, human touch'.

We have offices around the UK so wherever you are, our experts can help.

Contact Us

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© 2021  Irwin Mitchell LLP

The information given and opinions expressed are subject to change and should not be interpreted as investment advice. All data is sourced by IM Asset Management Limited unless otherwise stated. All financial and wealth management services are provided by IM Asset Management Limited which is regulated by the Financial Conduct Authority (FCA), FCA Firm Reference Number 402770 and registered in England and Wales under Company No. 05016348.

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