Kim Woolmer joined JM Finn in 2006 after spending 18 years at Private Client Stockbroker Gerrard, which latterly became part of Barclays Wealth. Her career in the City started in 1979 with leading investment house Phillips & Drew which was absorbed into UBS post 'big bang'. She gained Freedom of the City of London and became a liveryman, joining The Worshipful Company of Founders in 2005. Kim manages a large number of private client portfolios with the invaluable help of her team.
- 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