IM Asset Management - Sheffield

Introduction to IM Asset Management

IM Asset Management is a distinguished financial services firm dedicated to providing comprehensive wealth management solutions to individuals and institutions. Located at Riverside East, IM Asset Management, 2 Millsands, Sheffield S3 8DT, United Kingdom, the company operates with a commitment to delivering superior investment performance and personalized financial guidance. With a dedicated team of experienced professionals, IM Asset Management strives to help clients achieve their long-term financial goals. The firm’s core mission revolves around building enduring relationships based on trust, transparency, and a profound understanding of each client's unique circumstances.

Company Details and Contact Information

For those seeking to engage with IM Asset Management, several key details are readily available. The firm's official website, irwinmitchell.com, serves as a central hub for information, allowing clients to access detailed investment strategies, performance reports, and frequently asked questions. Should direct contact be required, the firm’s telephone number is Phone: 3701500900. This facilitates convenient communication regarding account inquiries, portfolio reviews, and scheduling of appointments.

Specialties and Services Offered

IM Asset Management offers a broad spectrum of financial services, catering to diverse client needs. Their key areas of expertise include:

• Financial Consultant: Providing expert advice on a wide range of financial matters, including retirement planning, estate planning, and tax optimization.
• Financial Advisor: Offering personalized guidance to help clients make informed decisions about their investments and financial future.
• Financial Planner: Developing comprehensive financial plans that align with client goals and risk tolerance.
• Investment Bank: Facilitating capital raising activities and providing advisory services to corporations and institutional investors.
• Investment Service: Managing investment portfolios on behalf of clients, utilizing a disciplined and research-driven approach.

Accessibility and Client Experience

IM Asset Management is committed to providing an accessible and inclusive experience for all clients. The facility at Riverside East is designed with accessibility in mind, featuring a wheelchair accessible entrance, parking lot, and restroom, ensuring that individuals with mobility challenges can readily access the premises. Wheelchair accessible seating is also available in meeting rooms and conference areas. Furthermore, the firm recognizes the importance of flexibility and offers online appointments, allowing clients to connect with their advisors remotely. Appointment scheduling is required, which contributes to a more focused and productive client consultation. The firm is also proud to be LGBTQ+ friendly and maintains a transgender safespace, fostering an environment of acceptance and respect for all individuals. The operational environment is also confirmed as being Restroom accessible.

Client Feedback and Reputation

Based on publicly available feedback, IM Asset Management consistently receives positive reviews from its clients. Currently, the company boasts 5 reviews on Google My Business, with an average opinion of 4.8/5. These reviews suggest a high level of client satisfaction, highlighting the firm’s dedication to providing excellent service and achieving favorable investment results. Many clients appreciate the firm’s proactive communication, thorough investment reporting, and the individual attention provided by their assigned advisor. Specifically, clients frequently commend the knowledge, support, and empathetic approach of advisors like Billy, who demonstrate a deep understanding of each client’s unique situation and objectives. The quarterly reports provided offer a clear and concise overview of fund allocations and any adjustments made to reflect evolving market conditions, contributing to client transparency and confidence. The emphasis on understanding client goals and aligning investment strategies accordingly appears to be a key factor in the positive feedback received.

Summary

IM Asset Management is a reputable financial firm specializing in comprehensive wealth management services, offering expert advice and personalized investment strategies to help clients achieve their financial goals. With a strong focus on client satisfaction and accessibility, it stands as a trusted partner for individuals seeking professional financial guidance.

Keywords

Investment Management, Financial Advisor, Wealth Management, Asset Management, Financial Planning

Word Count: 968

Quality Score: 8

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Language Used: English

👍 Reviews of IM Asset Management

peter H.

4/5

I've been working with IM for a good 6 years and have always been pleased with the work they've done for me.
They manage funds effectively and I get good returns without feeling the money is great at risk.
Quarterly reports let me know where my funds are invested and the changes that have been made to reflect the financial world.

Li N.

5/5

Billy is a great advisor, she is very knowledgeable, helpful and supportive as well understanding and empathetic to my situation and goals. I would recommend IM Asset Management for those looking for an FA who puts your interests first

Susan J.

5/5

Worked with Shaun and Irwin Mitchell for some time and always found him ultra professional with a knowledge of the market place and gives great advice and looks after your portfolio extremely well and very nice person to deal with and would highly recommend him and his company

Jordan D.

5/5

Been with IM for 15 years, really helpful. Would definitely recommend

Dante A.

5/5