JM Finn & Co named a regional star

JM Finn & Co in Wales named a Regional Star.

Citywire Wealth Manager held their annual regional star awards at the Park Plaza Westminster last night and we are delighted to announce that JM Finn & Co was awarded the Regional Star Award for Wales. Up against Barclays Wealth, Quilter Cheviot and Brewin Dolphin, these awards are voted by advisers to rate discretionary firms on the quality of their services and the investment proposition they offer.

To see Sarah Soar of JM Finn & Co collect the award, please click here:

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.