Awards

Our success at JM Finn has been recognised by the fact that our growth since our founding has been due to client referrals. In recent years, however, we have also been delighted to have received external recognition for the services that we offer.

  • SME finance awards

    Wealth Management Firm of the Year 2019 - England and Wales

  • cfi award bw

    Best Wealth Management Firm UK 2019 - cfi.co Awards

  • moneyage awards winner

    Winner of the Money Age Awards - Wealth Management Firm of the Year 2019

  • Best Wealth Management User Interface - Systems in the City Awards 2019

    Best Wealth Management User Interface - Systems in the City Awards 2019

  • colwma

    Nominated for Wealth Management Company of the Year at the City of London Wealth Management Awards 2019

  • colwma

    Nominated for Discretionary Wealth Management Award at the City of London Wealth Management Awards 2019

  • wealth net

    Included in 2018s list of Top Financial Planning Companies

  • gold standard award in grey

    Gold Standard Awards 2018 Winner: Discretionary Fund Management

  • Fintech

    UK Wealth Management Advisory Firm of the Year 2018 at the Finance Monthly Fintech Awards

  • 2018

    Nominated for Best Discretionary Service at the City of London Wealth Management Awards 2018

  • 2017

    Best Discretionary Service at the City of London Wealth Management Awards 2017

  • Goodacre

    Best Online Development for JM Finn’s client portal at the Systems in the City Awards 2017
     

  • Professional Adviser

    Shortlisted for the Best Discretionary Fund Manager Award at the Professional Adviser Awards 2017

  • COLWMA 2016

    Best Discretionary Service at the City of London Wealth Management Awards 2016

  • 1000 companies

    Listed in the London Stock Exchange’s 1000 companies to inspire Britain

As a people business we know we are only as good as our people, so we are incredibly proud of the individual industry accolades that have been awarded to our staff over the years.

  • Lucy Coutts
    Lucy Coutts
    Investment Director
    • Named Female Wealth Manager of the Year at the COLWMA Awards 2019
    • Nominated in the 2019 Women in Finance Awards for the Wealth Manager of the Year.
    • Nominated for Woman of the Year – Investment in the 2019 Women in Financial Advice Awards
    • Nominated for the Wealth Manager of the Year 2018 at the Women in Finance Awards
  • Chris Barrett, Investment Director, JM Finn
    Christopher Barrett
    Investment Director
    • Named in the PAM Top 40 Under 40 2019
    • Named in the PAM Top 40 Under 40 2018
  • Hugo Bedford
    Hugo Bedford
    Investment Director
    • Recommended and named as 'outstanding in field' as a High Net Worth Manager in The Spear's 500 2019
  • Steven Sussman
    Steven Sussman
    Chief Executive Officer
    • Named Wealth Planning and Preservation CEO of the Year 2019 - Global CEO Excellence Awards
    • Named CEO of the Year at COLWMA Awards 2019
    • Named in the PAM 50 Most Influential 2018
  • Alasdair Pike
    Alasdair Pike
    Senior Investment Manager
    • Named in Citywire’s 2019 Top 100 Fund Selectors
    • Named in Citywire’s 2016 Top 100 most influential fund selectors
  • Kim Woolmer
    Kim Woolmer
    Investment Director
    • Named Wealth Manager of the Year (Female) at the 2018 City of London Wealth Management Awards
    • Nominated for the Wealth Manager of the Year 2018 at the Women in Finance Awards
    • Nominated for Investment Week’s Women in Investment Awards 2017
  • Isabel Kwok, Bristol JM Finn
    Isabel Kwok
    Investment Manager
    • Nominated for Most Inspiring Returner at the 2018 Women in Investment Awards
    • Nominated for the Women in Investment Awards 2018
  • Simon Tufnell
    Simon Tufnell
    Investment Director
    • Named in the PAM Top 40 Under 40 2017, 2016 & 2015
  • Freddy Colquhoun
    Freddy Colquhoun
    Investment Director
    • Named in the PAM Top 40 Under 40 2017
    • Named in the Citywire’s 2015 Top 100 most influential fund selectors
  • Iona Garton
    Iona Garton
    Senior Investment Manager
    • Named in Citywire’s 2016 & 2015 Top 100 most influential fund selectors
  • Charles Ramsay
    Charles Ramsay
    Investment Director
    • Named in the PAM Top 40 under 40 2016
  • James Edgedale
    James Edgedale
    Chairman
    • Named in the PAM 50 Most Influential 2016
  • Cranley
    Cranley Macfarlane
    Investment Manager
    • Nominated for the 2019 Magic Circle Awards
    • Nominated the Citywealth's Future Leaders Awards 2018
    • Named in Citywire’s Top 30 under 30 2015
  • David Higham
    David Higham
    Senior Investment Manager
    • Named in the PAM Top 40 under 40 2010