We are delighted to announce that JM Finn has been shortlisted once again for the MoneyAge 2023 Medium to Large Wealth Management Firm of the Year award, having won the category every year from 2019-2022.

The MoneyAge awards celebrate excellence, innovation, and professionalism in the personal finance industry – honouring the banks, building societies, savings and investment providers, mortgage companies and personal finance specialists that have proved themselves ahead of the game.

The winners will be announced on 12 October at the Awards Gala Dinner, which is to be held at the Waldorf Hilton in London.

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.

Bespoke Discretionary Portfolio Management

Discretionary Portfolio Management


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