11 December 2019

Award- winning services

Forgive us showcasing this, but our aim is to provide a top quality service to our clients; the results of our client survey (see Summer edition of Prospects) and these third party endorsements help us determine how we are doing and it is encouraging to know that we are meeting with the approval of most


Forgive us showcasing this, but our aim is to provide a top quality service to our clients; the results of our client survey (see Summer edition of Prospects) and these third party endorsements help us determine how we are doing and it is encouraging to know that we are meeting with the approval of most.


 
Wealth Management Firm of the Year 2019: MoneyAge Awards

 
Wealth Management Firm of the Year 2019 - England and Wales: SME Awards 2019

 
Best Wealth Management Firm UK 2019: Cfi.co Awards

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

City of London Wealth Management Awards Female Wealth Manager of the Year: Lucy Coutts

PAM Top 40 under 40: Chris Barrett

Citywire’s Top 100 Fund Selectors: Alasdair Pike

Wealth Planning and Preservation CEO of the year 2019: Steven Sussman

Named as “Outstanding in field” in the Spear’s 500 2019: Hugo Bedford


 
The WealthNet’s Top Financial Planning Companies 2018

 
Gold Standard Awards 2018 Winner: Discretionary Fund Management

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

City of London Wealth Management Awards Female Wealth Manager of the Year: Kim Woolmer

Named in the PAM 50 Most Influential 2018: Steven Sussman


Also in this issue

Enriching lives through horsesRDA is an inclusive and diverse organisation welcoming clients with physical and learning disabilities and autism, and there are no age restrictions. Through the network…

Ofwat regulates the water companies. On 16th December 2019 Ofwat publishes its determinations for how water companies will get rewarded in the next regulatory period called AMP7 (2020 to 2025).There…

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

Winter Issue Twenty Nine