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Our people

At IM Asset Management we have a team of highly qualified, dedicated individuals.

Philip Goldthorp
Financial Planner
Manchester

Tel. 0161 838 2376

Contact Details

Philip Goldthorp
Financial Planner
Manchester

Philip Goldthorp has over 20 years’ experience in the Financial Services Industry.  He holds the Diploma in Financial Planning from the Chartered Insurance Institute and is currently progressing toward Chartered Status.  For the last 8 years, at Towry Law and latterly at Adam & Co.  Philip has worked with professionals, high net worth individuals and trustees to provide tax efficient pensions, investment and estate planning advice.

Tel. 0161 838 2376

philip.goldthorp@imassetmanagement.com

Ed Tomlinson
Chartered Financial Planner
Sheffield

Tel. 0370 1500 900

Contact Details

Ed Tomlinson
Chartered Financial Planner
Sheffield

Edward has a Bachelor of Science in Mathematics from the University of Sheffield and is a Chartered Financial Planner with IM Asset Management.

Edward is a member of the advisory team at IM Asset Management and is responsible for formulating client specific financial strategies. He is also responsible for providing the Courts with advice on the structure of claimant’s settlements and has appeared in Court as an expert witness.

Tel. 0370 1500 900

edward.tomlinson@imassetmanagement.com

Vanessa Armstrong
Financial Planner
Sheffield

Tel. 0114 274 4219
Mob. 07885 228344

Contact Details

Vanessa Armstrong
Financial Planner
Sheffield

Vanessa Armstrong has recently joined IM Asset Management.  She has over 19 years experience in the Financial Services Industry,advising a broad spectrum of clients, across the UK.  Her experience spans Retail, Commercial and Private Banking clients with a major high street bank, advising in all areas of financial advice.  She holds the Diploma in Financial Planning from the Chartered Insurance Institute and is currently progressing toward Chartered Status.

As an IM Asset Management Financial Adviser, Vanessa now looks after new and existing clients across the UK, working with colleagues across the wider Irwin Mitchell group where appropriate, to formulate Investment Solutions taking into consideration all aspects of Financial Planning, and to provide ongoing service thereafter.

Tel. 0114 274 4219
Mob. 07885 228344

Vanessa.Armstrong@imassetmanagement.com

Richard Potts
Chief Executive Officer
Sheffield

Tel. 0370 1500 900

Contact Details

Richard Potts
Chief Executive Officer
Sheffield

Richard Potts is the Chief Executive Officer of IM Asset Management, and has led the business for over 12 years. He has over 30 years’ experience as an Investment Manager working for some of the world’s largest banks, including HSBC and UBS. He has unrivalled experience of working within Personal Injury and Court of Protection, and is able to tailor investments to meet the specific needs of clients. 

Tel. 0370 1500 900

richard.potts@imassetmanagement.com

Dave Sollitt
Chief Operating Officer
Sheffield

Tel. 0370 1500 900

Contact Details

Dave Sollitt
Chief Operating Officer
Sheffield

Dave Sollitt is the Chief Operating Officer of IM Asset Management. He has over 20 years of experience working in senior roles within global organisations including Virgin Money, GE and TD Bank. He is responsible for the day-to-day commercial and operational functions of IM Asset Management.

Tel. 0370 1500 900

david.sollitt@imassetmanagement.com

Joshua Pape
Financial Planner
Sheffield

Tel. 0114 274 4288

Contact Details

Joshua Pape
Financial Planner
Sheffield

Josh has several years’ investment experience dealing with private individuals, trusts, charities and corporates and now specialises in providing more holistic financial planning. He has also worked in Property and Architecture and has University qualifications in both Architecture and Mathematics.

Josh holds the Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning as well as the Chartered Institute for Securities and Investment's (CISI) Diploma in Investment Advice. He is a member of both the CISI and the Chartered Insurance Institute (CII) and continues to develop his knowledge further.

As a member of the Advisory team, Josh looks after existing clients providing high levels of personal service ensuring their financial plans accurately reflect their requirements.

Tel. 0114 274 4288

Joshua.Pape@imassetmanagement.com

John Riley-Dibb
Financial Planner
Leeds

Tel. 0113 218 6447
Mob. 07841 783177

Contact Details

John Riley-Dibb
Financial Planner
Leeds

John has 15 years’ experience in Financial Services and has been with IM Asset Management for over 3 years. He has a BA (Hons) Degree in Business Management, holds the Diploma in Financial Planning from the Chartered Insurance Institute and is progressing toward Chartered Status.

Prior to IM Asset Management John was a Financial Planner for 7 years at AXA Wealth and Skipton Financial Services.

As a member of the advisory team, John works with colleagues across the Irwin Mitchell group to ensure the very best advice and service is provided to our clients.

Tel. 0113 218 6447
Mob. 07841 783177

John.Riley-Dibb@imassetmanagement.com

Steven Balmer
Financial Planner
Birmingham

Tel. 0114 294 7894
Mob. 07802 869976

Contact Details

Steven Balmer
Financial Planner
Birmingham

Steve has 18 years’ experience as an Independent Financial Advisor and Relationship Manager. He holds the Diploma in Financial Planning from the Chartered Insurance Institute and is progressing towards Chartered Status

For the last seven years at a UK Private Bank and latterly at an International Private Bank, Steve has worked with Ultra High Net Worth client’s both in the UK and Overseas providing complex financial solutions.

As a member of the advisory team at IM Asset Management, Steve specialises in formulating bespoke client specific financial strategies and building long term client relationships.

 

Tel. 0114 294 7894
Mob. 07802 869976

Steven.Balmer@imassetmanagement.com

Bronwen Lancaster
Chartered Financial Planner
London

Tel. 0370 1500 100
Mob. 07703 473759

Contact Details

Bronwen Lancaster
Chartered Financial Planner
London

Since graduating with a Degree in Mathematics from London Imperial in 2002, Bronwen has over 14 years’ experience in providing Strategic Financial Planning advice and guidance to individuals from all walks of society, with a view to helping them achieve their financial goals and aspirations.

Bronwen is a Chartered and Certified Financial Planner, and in recognition of her high level of professional and technical accomplishment, was made a Fellow of the Personal Finance Society in 2012.

Bronwen has developed specific expertise in providing financial planning assistance to catastrophic injury claimants following settlement for Personal Injury claims; and also has considerable experience in working alongside Professional Deputys, assisting claimants in ensuring their lifetime needs and financial requirements can be met.        

Tel. 0370 1500 100
Mob. 07703 473759

Bronwen.lancaster@imassetmanagement.com

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