David Sollitt

Chief Operating Officer

I am the Chief Operating Officer for IM Asset Management, responsible for making sure that the needs of our clients are met, while helping to grow the business in the long term and making this a great place to work. 

I have 20 years of experience in senior roles within financial services, working for global organisations including GE and Toronto Dominion Bank. 

Qualifications

  • MBA from Sheffield Business School

What Do You Enjoy Most About Your Role?

Making a difference for both clients and colleagues, and being part of a great team.

Richard Potts

CEO & Portfolio Manager

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As CEO I oversee all aspects of the business, managing our executive team. I am also the Chief Investment Officer, in which role I am responsible for all investment activities.

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Joshua Pape

Financial Planner

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I'm part of IM Asset Management’s London team; I work with clients throughout the Midlands and the South East.

I have many years investment and financial planning experience and specialise in providing holistic financial planning advice to people who have received personal injury settlements.

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Bronwen Lancaster

Chartered Financial Planner - Associate

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I'm a Chartered Financial Planner with 16 years’ experience. I provide 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.

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Ed Tomlinson

Head of Financial Planning

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I head up the Financial Planning team at IM Asset Management. I'm responsible for making sure all our clients receive the very best advice and service.

I'm also responsible for advising the Courts on the structure of claimant’s settlements and have appeared in Court on behalf of clients.

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Victoria Gammon

Financial Planner

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I've worked as a Financial Adviser for over 18 years and have a wealth of knowledge in a wide range of financial planning areas.

I have considerable experience working alongside clients and professionals, providing the highest level of financial planning to ensure that clients can work towards their financial objectives.

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John Riley-Dibb

Financial Planner

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As a member of the advisory team, I work with Deputies, Trustees, and Claimants to ensure our clients get the very best advice and service on an ongoing basis.

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

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Steve Balmer

Financial Planner - Senior Associate

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I have 20 years’ experience as an Independent Financial Advisor and Relationship Manager and served for 22 years in the British Army. I've developed specific expertise in providing financial planning assistance and advice to personal injury claimants and their legal representatives, both during the litigation process and also after settlement.

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Michelle Morris

Trainee Financial Planner

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I'm a Trainee Financial Planner at IM Asset Management with over 10 years’ experience in the Financial Services industry. As a member of the advisory team, I look after our existing clients, making sure their financial plans continue to accurately reflect their needs.

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Phil Goldthorp

Financial Planner - Associate

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I have over 25 years’ experience as a Financial Adviser. Since joining IM Asset Management in 2012, I've worked extensively with Deputies, Trustees and claimants, providing specialist financial and investment advice.

I also work as an Expert Witness, providing essential pre-settlement advice to claimants and the Courts about how settlements should best be structured.

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