Mortgages & Protection

We partner with over 70 lenders to offer a wide range of mortgage solutions…

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IMS Financial

At IMS Financial, we understand that navigating the world of mortgages and financial protection can be daunting. That’s why we’re here to make it simple. Our mission is straightforward: to empower our clients with the knowledge and support they need to make informed financial decisions confidently.

Founded in 2004 by Director Tom Wilson, IMS Financial is proudly a family-run business, with Tom’s son, Adam Wilson, also serving as a director. Our team consists of 4 experienced mortgage brokers and 4 dedicated administrators. Together, we bring decades of knowledge and expertise in navigating the financial market.

Over the years, we have earned a reputation for our personalised approach and expert guidance in achieving financial goals. That’s why we have long-lasting relationships with our clients — built on the trust we’ve established in helping them achieve their financial aspirations. Whether you’re purchasing your first home, wanting to release equity in your home, or want to protect your family’s future with insurance our dedicated team is here to support you every step of the way.

Here at IMS Financial we are passionate about connecting our clients with financial products that truly suits them.

  • Friendly advisers with a wealth of knowledge
  • Access to a wide range of products
  • Trusted and stress-free financial advice

We offer a wide range of Financial products

We partner with over 70 lenders to offer a wide range of mortgage solutions designed to meet your unique needs. Our expertise extends to essential financial services:

  • Mortgages
  • Life Insurance
  • Critical Illness Cover
  • Income Protection
  • Business Protection

We also provide recommendations for additional services, including trusted estate agents, solicitors, and surveyors.

The Team

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Tom Wilson – Managing Director

Business Development Manager

adam wilson ims financial

Adam Wilson – Director

Mortgage & Protection Adviser

darren grace ims financial

Darren Grace

Mortgage & Protection Advisor

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Amelia Walker

Mortgage & Protection Adviser

Tom has been a fixture in the finance industry since 1987, founding IMS Financial in 2004 to provide expert financial advice. Before his successful career in finance, Tom competed as a gymnast in two Olympics: Moscow and Montreal, proving that his talent extends from balancing budgets to balancing on the beam. Outside of work, he enjoys spending time with his family, fishing, and taking annual trips to Spain to unwind.

Adam has been the pillar of the company since 2006, when he joined the business his father started. With nearly 20 years of experience in the financial industry, Adam is a trusted adviser to countless clients, ensuring all their financial needs are met with expertise and care. His vast knowledge and unwavering dedication make him an indispensable part of our team. Without Adam, the business simply couldn’t run as smoothly. When he’s not crunching numbers and helping clients secure their financial futures, you can find Adam perfecting his swing on the golf course. He also enjoys fishing and is always on the lookout for his next great adventure.

Darren is an integral part of the IMS family, being the son-in-law of director Tom. Having joined the company in 2015, he brings a wealth of knowledge and expertise to his role. With prior experience as a mortgage underwriter at Metro bank, Darren brings a deep understanding of the industry and to his position as a Senior Mortgage & Protection advisor. Outside of work, you will find him spending quality time with his loved ones, setting sail on exciting cruises and exploring the great outdoors with his furry friend, Daisy.

Amelia has recently transitioned to her new role as Mortgage & Protection Adviser after serving as a crucial Mortgage & Protection Administrator for many years. With nine years of experience in the financial industry, Amelia knows the business inside and out. Her attention to detail and in-depth knowledge make her an exceptional adviser, ensuring her clients always receive first-class advice and support. Outside of work, Amelia loves spending time with her beloved dog, Bullet. She is also an avid gym-goer and enjoys exploring the wonders of the world.

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Beatrice Stefanescu

Client Support Manager

carly grace

Carly Grace

Accounts manager

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Leanne Yang

Client Support Manager

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Sam Wood

Client Support Manager

Beatrice is committed to making home dreams come true. With 5 years of experience as an estate agent specialising in sales and new homes, she brings valuable expertise to her role. Recently, Beatrice transitioned to become a mortgage administrator, continuing her mission to assist people in their housing journey. Outside of work, Beatrice enjoys staying active by going to the gym, hiking, and exploring new places.

Carly, daughter of the Tom Wilson and a versatile professional, has navigated various roles within the company before excelling as Accounts Manager. With a wealth of knowledge and experience across the finance sector, Carly is renowned for her expertise in crunching numbers and ensuring financial integrity. Her adaptability and deep understanding of the business make her an invaluable asset. Outside of work, Carly enjoys spending quality time with her husband, Darren, their two children, and their beloved dog Daisy, constantly planning exciting new adventures to explore the world together.

Leanne’s journey with IMS began as a long standing client who appreciated the team’s dedication so much that she decided to join them. Five years on, Leanne has become an essential member of the team as a Mortgage and Protection Administrator.

With her first CeMAP qualification under her belt, Leanne brings a solid foundation of knowledge to her role. Her organisational skills and attention to detail ensure that every client’s mortgage process runs smoothly. Outside of work, Leanne loves to spend time with her family and is always looking to discover new talents and hobbies.

Sam is relatively new to the industry and has been a mortgage administrator for 2 years and in that time he has also passed his apprenticeship. He loves chatting to clients, breaking down the mortgage maze into simple steps, and with his knack for numbers he is looking to progress his career to become an advisor. Outside of work, Sam loves to play Football and Golf, and travels up and down the country watching Chelsea FC.

Bullet – Chief Well Being Officer

Meet Bullet, the French Bulldog with a nose for treats and a paw-sitive attitude. His daily duties include spreading joy, boosting morale with tail wags, and ensuring that every team member gets their recommended dose of belly rubs..

Access to a wide range of 
products from over 70 lenders

A family-run business offering friendly and personal advice. 

IMS Financial is an appointed representative of PRIMIS

Important

For our mortgage advice services, we will charge a fee of between £0.00 and £495.00. The level of the fee will be determined by the complexity of the enquiry and the duration of research required to assess your needs and provide a suitable recommendation.

IMS Financial is a trading style of IMS (Watford) Ltd. IMS (Watford) Ltd is an appointed representative of PRIMIS Mortgage Network. PRIMIS Mortgage Network is a trading style of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.
 
The guidance and/or advice contained in this website is subject to 
UK regulatory regime and is therefore restricted to consumers
based in the UK.

Areas we cover across the UK