JM Finn Cardiff
Centrally located in St Andrews Crescent, our Cardiff office is the most recent addition to our regional offices, having been opened in 2013.
In 2015, the Cardiff office was awarded the Regional Star Award for Wales, which is voted for by advisers to rate discretionary firms on the quality of their services and the investment proposition they offer.
As well as offering discretionary portfolio management services, our Tailored Platform Solution, a service designed for Independent Financial Advisers looking to outsource their investment management capabilities, is also managed out of the Cardiff Office.
Branch head: Mike Mount