Everyone at ima is highly experienced and is dedicated to client outcomes – it is our sole aim that you are delighted to have ima as your dedicated adviser firm, in whatever capacity you are engaging with us.

Gregg Davies Cert PFS CeMap

Gregg Davies Cert PFS CeMap

Director / Financial Planner

Mark J Smith Dip PFS, Certs CII (MP & ER)

Financial Planner

Steve Turner CeMap CeFab

Steve Turner CeMap CeFab

Mortgage and Protection Specialst

Claire Williams CeMap DipRFS

Claire Williams CeMap DipRFS

Mortgage and Protection Specialist

Nicola Southall CeMap

Nicola Southall CeMap

Mortgage and Protection Adviser

Lee Judson ACIB Cert PFS

Lee Judson ACIB Cert PFS

Business Development Consultant

Jane Breakwell

Jane Breakwell

Client Manager

Tina Bala

Tina Bala

Client Relations / Compliance

Natalie Russon

Financial Planning Administration

Jess Evans

Jess Evans

Administration

Daria Pawelski CeMap

Daria Pawelski CeMap

Consultant

Nick Morris

Paraplanner