27 November 2015

JM Finn & Co hires Head of Wealth Planning

Anna Murdock, previously a financial planning consultant at UBS Wealth Management, has joined JM Finn & Co as Head of Wealth Planning.


Anna has considerable experience in leading a wealth planning team and providing relevant advice to UK based clients, and is a Chartered Financial Planner.

Anna will be based in the head office in London, and will be responsible for establishing and building a team to support existing clients as well as to attract new business. Her leadership experience, technical knowledge and commercial focus will be invaluable in developing wealth planning as part of the JM Finn & Co client proposition.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.