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What we do

We provide financial advice for clients that have suffered a serious injury.  Our aim is to ensure you maintain your long-term financial security.  We treat every client as an individual.  We understand that support networks are also very important and therefore offer financial advice to your family as well as you.

We have a simple vision; to provide financial reassurance through expert advice, outstanding service and lasting relationships

"IM Asset Management provides specialist financial advice and investment management to people who have suffered a serious injury.  We are very proud of this fact.  I am delighted that we have built an enviable reputation for providing excellent financial advice and client service as well as strong long-term investment returns.  Our ongoing relationships with our clients are at the heart of everything we do."
Richard Potts, CEO, IM Asset Management

Please note: The value of investments can go down as well as up and you may not get back the amount invested. Past performance is not a guide to future performance.

Our services

We provide a range of expert financial services that can be tailored to your specific needs including:

  • Advice on the best settlement structure for your claim
  • Financial planning advice for your claim
  • Bespoke investment advice
  • Discretionary portfolio management
  • Financial protection planning for claimants and their family/supporters
  • Income and expenditure advice
  • Pension and retirement planning
  • Inheritance tax and estate planning
  • Periodical payment checking service

Brochure Download

If you'd like a copy of our brochure, please provide us with your email for the brochure to be sent to you.

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