12 December 2016

JM Finn & Co Hires Wealth Planner

Simon Wong has joined JM Finn & Co as a Wealth Planner.

Simon previously spent 7 years with Chase de Vere, a national firm of Independent Financial Advisers. He has over 20 years of experience providing financial advice to clients including business owners, company directors and trustees. Simon’s expertise includes retirement planning, tax planning and wealth preservation. He is a Chartered Financial Planner and has attained Fellowship of the Personal Finance Society.

Anna Murdock, Head of Wealth Planning at JM Finn & Co commented: ‘’We Welcome Simon to the team and are delighted that someone with his experience has chosen to join JM Finn & Co’’

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.