"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 service.
20 February 2020
Anna Murdock discusses our wealth planning services
Related articles
How did JM Finn’s Investment Management Service portfolios perform in January?
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the positive returns in equities and bond markets despite volatility.
Watch JM Finn’s Head of Investment Office explains how he cuts through daily geopolitical information overload to focus on the real drivers of financial markets.
If you like this article, follow us for more insights.
To receive more content like this subscribe today.



