Anna Murdock

Head of Wealth Planning

Tel: 01962 392134

Joined JM Finn: 2015


Anna joined JM Finn in 2015 to establish and run the Firm's new Wealth Planning offering. Originally from the North-East of England, Anna has a BA Hons Degree in Psychology from Newcastle-Upon-Tyne. Anna is a Chartered Financial Planner, has achieved Fellowship of the Chartered Insurance Institute (CII) and also holds the Investment Management Certificate (IMC). Prior to joining JM Finn, Anna was Head of Financial Planning at UBS Wealth Management in London. Anna has been providing clients with Wealth Planning advice since 2004 and specialises in personal financial planning including estate and retirement planning.

Anna has been nominated for the 2019 Women in Financial Advice Awards as Financial Adviser of the Year - London.

Anna Murdock is based in our London office

JM Finn
25 Copthall Avenue

Articles by Anna Murdock

As the Duke of Westminster would stand testament, the benefits of trusts are that they can be designed so that the assets held therein do not form part of an individual’s estate, thus providing the…

With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…

"Baby boomers will be looking at whether they have sufficient income for retirement, possible care costs and how to pass down wealth to their children.” Anna Murdock discusses our wealth planning…