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IM Asset Management

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Namestring
IM Asset Management
Legal namestring
IM Asset Management
Websiteurl
imassetmanagement.com
Company typeenum
Private
Founded yearint
2005
Descriptiontext

IM Asset Management (IMAM) is a UK-based financial planning and investment management firm founded in 2005 and headquartered in Sheffield, with additional adviser coverage in Leeds, Newcastle, Manchester, Birmingham and London. The firm specialises in financial planning and investment advice for individuals who have suffered life-changing injuries, including personal injury trust arrangements and court of protection work — a niche built on two decades of relationships with personal injury law firms, most notably former parent Irwin Mitchell. The firm also operates TWP Wealth, a high net worth independent financial planning business based in Alderley Edge, Manchester, which it acquired in 2022 and which serves affluent clients in the North West of England.

IMAM's core offering is adviser-led, recurring financial planning and investment management. Approximately £1.4bn in funds under management and advice is overseen by a combined team of 20 advisers and 88 total staff, serving roughly 1,600 clients. The majority of assets are managed internally by IMAM, and revenue mechanics follow the standard UK IFA model of percentage-based ongoing advisory fees on AUM supplemented by one-off financial planning charges, with referral-driven client acquisition rather than broad marketing campaigns.

In June 2025, Irwin Mitchell divested IM Asset Management (including TWP Wealth) to Shackleton, a London-headquartered Chartered financial adviser and wealth manager. Under Shackleton's ownership, IMAM forms the nucleus of a new personal injury and court of protection division, combining IMAM's specialist expertise with Shackleton's broader wealth management capabilities. CEO Stewart Sanderson joined Shackleton's Executive Committee as part of the transaction.

Short descriptiontext

IM Asset Management is a Sheffield-headquartered UK financial planning firm managing approximately £1.4bn for 1,600 clients, specialising in personal injury and court of protection advice alongside high net worth planning via its TWP Wealth subsidiary. Acquired by Shackleton in June 2025.

Operating statusenum
Acquired
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSheffield, United Kingdom
HQ citystring
Sheffield
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Offices7 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
financial planning services, investment management, wealth management advisory, personal injury planning, court of protection services
Industry3 codes
1Registered Investment Advisor (RIA) Wealth Management
CodeFSAEABAAPrimaryYes
2Portfolio Construction & Asset Allocation Advisory
CodeFSAEAAACPrimaryNo
3Advisory Portfolio Management (Non-Discretionary)
CodeFSAAABADPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Financial Planning and Investment Management
TypeSubscription Recurring
Description

IM Asset Management provides financial planning and investment management services to individual clients, managing approximately £1.4bn in funds under management and advice. The majority of funds are managed internally by IMAM.

irwinmitchell.com
Marketing channels1 record

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

IM Asset Management provides financial planning and investment management services to individual clients across the UK. The firm manages approximately £1.4bn in funds under management and advice, with the majority of funds managed internally. It serves approximately 1,600 clients through 20 advisers, with specialist expertise in personal injury financial planning and court of protection matters, alongside high net worth wealth management via its subsidiary TWP Wealth.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • Serves approximately 1,600 clients with £1.4bn in funds under management and advice
Product overview1 text field

IM Asset Management operates as a financial planning and investment management firm offering services to individuals who have suffered life-changing injuries, including personal injury and court of protection clients. The company consists of approximately 20 advisers managing around £1.4bn in funds under management and advice for approximately 1,600 clients. The portfolio includes IM Asset Management (IMAM), the core financial planning and investment management business based in Sheffield, and TWP Wealth, a high net worth independent financial planning firm acquired in 2022 and based in Manchester. Under Shackleton's ownership, a new personal injury and court of protection division is being launched to help clients with life-changing injuries plan for their future.

Product and service1 record
1IM Asset Management (IMAM) Financial Planning and Investment Management
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership2 partners
1Shackleton
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2025-06-01
Description

Shackleton acquired IM Asset Management including TWP Wealth from Irwin Mitchell in June 2025. Following the deal, Shackleton is launching a new personal injury and court of protection division, combining IMAM's expertise with Shackleton's wealth management capabilities.

2TWP Wealth
Strategic tierMinorTypeOthersAnnounced on2022-01-01
Description

IMAM acquired TWP Wealth, a financial planning company, in 2022. TWP is a HNW Independent Financial planning firm based in Alderley Edge, Manchester, where it continues to focus on its core market under the Shackleton brand following the acquisition.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
1Brewin Dolphin
TypeBroad incumbent
Description

UK wealth manager with discretionary investment management for private clients, charities, and intermediaries. Comparable as a UK-focused wealth and investment advisory, though larger and more institutionally positioned.

2Arbuthnot Latham
TypeEmerging player
Description

UK private bank offering wealth management, investment management, and banking services to HNW individuals. Comparable as a UK private client advisory firm with overlapping personal injury trust and court of protection expertise through private banking offerings.

3Quilter
TypeBroad incumbent
Description

UK wealth manager with multi-affiliate adviser network and significant platform/AUM scale. Comparable as a UK wealth advisory and investment management business, though materially larger and more diversified than IMAM.

4Sanlam UK
TypeDirect peer
Description

UK wealth management arm of Sanlam, offering financial planning and investment management to HNW clients. Comparable as a UK-focused boutique wealth manager with similar client profile and adviser-led model.

5Mattioli Woods
TypeDirect peer
Description

UK wealth management and employee benefits firm focused on HNW individuals, professionals, and SMEs. Comparable as a UK-based boutique wealth advisory with similar client scale and adviser-led distribution model.

6Rathbones Group
TypeBroad incumbent
Description

UK-listed discretionary investment manager and wealth adviser with significant AUM across private clients, trusts, and charities. Comparable as a UK-focused portfolio management and investment advisory firm serving HNW and intermediate clients.

7LGT Vestra
TypeDirect peer
Description

UK-based private wealth manager serving HNW individuals and families with discretionary and advisory investment management. Comparable as a UK wealth advisory with multi-office presence and HNW focus.

8St. James's Place
TypeBroad incumbent
Description

The largest UK wealth management group, serving millions of clients through a tied adviser network. Comparable as a UK-based wealth advisory and investment management platform, but operates at far greater scale with a broader product set.

9Wren Sterling
TypeDirect peer
Description

UK wealth management firm providing financial planning and investment management to HNW clients. Comparable in scale and service mix — a UK regional wealth adviser with similar client and AUM profile.

10Evelyn Partners (formerly Tilney Smith & Williamson)
TypeDirect peer
Description

UK wealth management, investment management, and professional services firm with strong private client and HNW franchise. Comparable as a UK wealth advisory and investment management firm with multi-office regional coverage.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment2 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

IM Asset Management

Wealth Managementimassetmanagement.com

IM Asset Management is a Sheffield-headquartered UK financial planning firm managing approximately £1.4bn for 1,600 clients, specialising in personal injury and court of protection advice alongside high net worth planning via its TWP Wealth subsidiary. Acquired by Shackleton in June 2025.

What IM Asset Management does

IM Asset Management (IMAM) is a UK-based financial planning and investment management firm founded in 2005 and headquartered in Sheffield, with additional adviser coverage in Leeds, Newcastle, Manchester, Birmingham and London. The firm specialises in financial planning and investment advice for individuals who have suffered life-changing injuries, including personal injury trust arrangements and court of protection work — a niche built on two decades of relationships with personal injury law firms, most notably former parent Irwin Mitchell. The firm also operates TWP Wealth, a high net worth independent financial planning business based in Alderley Edge, Manchester, which it acquired in 2022 and which serves affluent clients in the North West of England.

IMAM's core offering is adviser-led, recurring financial planning and investment management. Approximately £1.4bn in funds under management and advice is overseen by a combined team of 20 advisers and 88 total staff, serving roughly 1,600 clients. The majority of assets are managed internally by IMAM, and revenue mechanics follow the standard UK IFA model of percentage-based ongoing advisory fees on AUM supplemented by one-off financial planning charges, with referral-driven client acquisition rather than broad marketing campaigns.

In June 2025, Irwin Mitchell divested IM Asset Management (including TWP Wealth) to Shackleton, a London-headquartered Chartered financial adviser and wealth manager. Under Shackleton's ownership, IMAM forms the nucleus of a new personal injury and court of protection division, combining IMAM's specialist expertise with Shackleton's broader wealth management capabilities. CEO Stewart Sanderson joined Shackleton's Executive Committee as part of the transaction.

IM Asset Management firmographics

Firmographics
Name
IM Asset Management
Legal name
IM Asset Management
Website
https://imassetmanagement.com
Company type
Private
Founded year
2005
Operating status
Acquired
Headcount range
11–50 employees
Short description
IM Asset Management is a Sheffield-headquartered UK financial planning firm managing approximately £1.4bn for 1,600 clients, specialising in personal injury and court of protection advice alongside high net worth planning via its TWP Wealth subsidiary. Acquired by Shackleton in June 2025.
Ownership category
akta.pro rank

IM Asset Management industry classification

Industry
Product category
Wealth Management
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
akta.pro secondary industries
Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

  • Financial planning services
  • Investment management
  • Wealth management advisory
  • Personal injury planning
  • Court of protection services

Where IM Asset Management is headquartered

Location

Headquarters

HQ city
Sheffield
HQ country
United Kingdom
HQ region
Europe

Offices7 records

Markets served

IM Asset Management business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Financial Planning and Investment Management: IM Asset Management provides financial planning and investment management services to individual clients, managing approximately £1.4bn in funds under management and advice. The majority of funds are managed internally by IMAM.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

IM Asset Management product offering

Product offering

Core offering

IM Asset Management provides financial planning and investment management services to individual clients across the UK. The firm manages approximately £1.4bn in funds under management and advice, with the majority of funds managed internally. It serves approximately 1,600 clients through 20 advisers, with specialist expertise in personal injury financial planning and court of protection matters, alongside high net worth wealth management via its subsidiary TWP Wealth.

Product overview

IM Asset Management operates as a financial planning and investment management firm offering services to individuals who have suffered life-changing injuries, including personal injury and court of protection clients. The company consists of approximately 20 advisers managing around £1.4bn in funds under management and advice for approximately 1,600 clients. The portfolio includes IM Asset Management (IMAM), the core financial planning and investment management business based in Sheffield, and TWP Wealth, a high net worth independent financial planning firm acquired in 2022 and based in Manchester. Under Shackleton's ownership, a new personal injury and court of protection division is being launched to help clients with life-changing injuries plan for their future.

Differentiator

Problem solved

Functional benefit

Products and services

  • IM Asset Management (IMAM) Financial Planning and Investment Management

Quantifiable outcome

  • Serves approximately 1,600 clients with £1.4bn in funds under management and advice

Companies that use IM Asset Management

Customer profile

Named customers2 records

Segments2 records

Ideal customer profiles2 records

IM Asset Management technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

IM Asset Management partnerships and signals

Strategic signal

Partnerships

Two partnerships are on record, tiered core and minor.

  • ShackletoncoreStrategic or Co-development Partner · 1 June 2025Shackleton acquired IM Asset Management including TWP Wealth from Irwin Mitchell in June 2025. Following the deal, Shackleton is launching a new personal injury and court of protection division, combining IMAM's expertise with Shackleton's wealth management capabilities.
  • TWP WealthminorOthers · 1 January 2022IMAM acquired TWP Wealth, a financial planning company, in 2022. TWP is a HNW Independent Financial planning firm based in Alderley Edge, Manchester, where it continues to focus on its core market under the Shackleton brand following the acquisition.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

IM Asset Management competitors and assessment

Company assessment

Broad incumbents

  • Brewin Dolphin: UK wealth manager with discretionary investment management for private clients, charities, and intermediaries. Comparable as a UK-focused wealth and investment advisory, though larger and more institutionally positioned.
  • Quilter: UK wealth manager with multi-affiliate adviser network and significant platform/AUM scale. Comparable as a UK wealth advisory and investment management business, though materially larger and more diversified than IMAM.
  • Rathbones Group: UK-listed discretionary investment manager and wealth adviser with significant AUM across private clients, trusts, and charities. Comparable as a UK-focused portfolio management and investment advisory firm serving HNW and intermediate clients.
  • St. James's Place: The largest UK wealth management group, serving millions of clients through a tied adviser network. Comparable as a UK-based wealth advisory and investment management platform, but operates at far greater scale with a broader product set.

Emerging players

  • Arbuthnot Latham: UK private bank offering wealth management, investment management, and banking services to HNW individuals. Comparable as a UK private client advisory firm with overlapping personal injury trust and court of protection expertise through private banking offerings.

Direct peers

  • Sanlam UK: UK wealth management arm of Sanlam, offering financial planning and investment management to HNW clients. Comparable as a UK-focused boutique wealth manager with similar client profile and adviser-led model.
  • Mattioli Woods: UK wealth management and employee benefits firm focused on HNW individuals, professionals, and SMEs. Comparable as a UK-based boutique wealth advisory with similar client scale and adviser-led distribution model.
  • LGT Vestra: UK-based private wealth manager serving HNW individuals and families with discretionary and advisory investment management. Comparable as a UK wealth advisory with multi-office presence and HNW focus.
  • Wren Sterling: UK wealth management firm providing financial planning and investment management to HNW clients. Comparable in scale and service mix — a UK regional wealth adviser with similar client and AUM profile.
  • Evelyn Partners (formerly Tilney Smith & Williamson): UK wealth management, investment management, and professional services firm with strong private client and HNW franchise. Comparable as a UK wealth advisory and investment management firm with multi-office regional coverage.

Market position

Strengths4 records

Weaknesses4 records

Key risks6 records

Key highlights6 records

Customer concentration

IM Asset Management social profiles

Digital presence

IM Asset Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

IM Asset Management leadership team

Management profile

Number of profiles

Profiles1 record

IM Asset Management subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

IM Asset Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

IM Asset Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about IM Asset Management

What does IM Asset Management do?

IM Asset Management provides financial planning and investment management services to individual clients across the UK. The firm manages approximately £1.4bn in funds under management and advice, with the majority of funds managed internally. It serves approximately 1,600 clients through 20 advisers, with specialist expertise in personal injury financial planning and court of protection matters, alongside high net worth wealth management via its subsidiary TWP Wealth.

Is IM Asset Management a public or private company?

IM Asset Management is a private company. It is classified as corporate owned and is currently acquired.

When was IM Asset Management founded?

IM Asset Management was founded in 2005. It employs 11 to 50 people.

Where is IM Asset Management based?

IM Asset Management is headquartered in Sheffield, United Kingdom, in the Europe region.

How does IM Asset Management make money?

One revenue line is on record: financial Planning and Investment Management.

Who are IM Asset Management's main competitors?

Broad incumbents on record are Brewin Dolphin, Quilter, Rathbones Group and St. James's Place. Arbuthnot Latham is listed as an emerging player. Direct peers are Sanlam UK, Mattioli Woods, LGT Vestra, Wren Sterling and Evelyn Partners (formerly Tilney Smith & Williamson).

Does IM Asset Management have an API?

No public API is recorded for IM Asset Management.

What industry is IM Asset Management in?

IM Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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