Irwin Mitchell’s wealth management team has won the coveted Customer Service Team of the Year Award in the Yorkshire Financial Awards.

The Yorkshire Financial Awards are open to all teams that deal directly with consumers and business customers in Yorkshire. The Customer Service Team of the Year Award is presented to businesses that show examples of excellent customer service executed within the past 12 months as well as a reputation for excellent service backed by testimonials.

The wealth management team at Irwin Mitchell provides financial planning support to people who have received a Personal Injury settlement as well as a wealth management service for other non-personal injury clients.

The team looks after over £900m of assets on behalf its clients and is proud to have incredible client feedback scores with its Net Promoter Score currently at 93% and a client retention rate of 99.6%. The business has doubled in size in the past five years in part due to its client satisfaction ratings.

Richard Potts, head of the wealth management team, said: “Many of our clients have no experience in dealing with large sums of money, and need access to both quality financial advice and to people who understand their unique circumstances. We provide advice on all areas of financial planning and investment to ensure our clients’ money can meet their needs for the rest of their lives.”

“Our clients receive comprehensive financial planning and investment advice with ongoing reviews to ensure their plan remains on track. We also offer a free Financial Health Check and this allows us to provide support to families when they need it most.”

“We’re delighted to win the award as without as our clients are our number one priority and recognition for our approach to customer service is a testament to the hard work of the team.”

At the virtual awards, the wealth management team at Irwin Mitchell was commended for it “going over and above expectations in spending time understanding the specific issues and challenges of the sector it works in. This enables them to better understand the needs of their client base and thereby develop solutions that are of real help. Irwin Mitchell focuses on developing staff and its high client retention rate is clear evidence of providing a valued service.”


All financial and wealth management services are provided by IM Asset Management Limited which is regulated by the Financial Conduct Authority (FCA), FCA Firm Reference Number 402770. IM Asset Management Limited is part of the Irwin Mitchell Group.