31 July 2019

CEO of the year

We are proud to announce that Steven Sussman has been named Wealth Planning and Preservation CEO of the Year 2019 at the Global CEO Excellence Awards.

A business is only as good as its leadership, which is why CEO Monthly chooses to honour those individuals committed to driving business growth and baring the responsibility of making crucial corporate decisions which can make or break a business entity. Read the full article here.

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For the second year in a row, JM Finn has been awarded the Wealth Management Firm of the Year by MoneyAge.

JM Finn is proud to have been shortlisted in this year’s Wealth Management Awards from the Good Money Guide.

JM Finn’s publication, entitled Wealth Across the Generations, won an award at the annual CityWealth Brand Management and Reputation Awards.