JM Finn has been awarded the Best Wealth Management Firm of the Year title by the Global 100 awards.

The ambition of the Global 100 annual awards program is to recognise the achievements and expertise of firms and individuals operating to the highest standards across the globe looking at delivery of work, strategic significance and innovation.

The process comprises of a unique, proprietary selection process and ranking method, according to a comprehensive set of criteria. The judges focus strongly on the complexity and strategic significance of work conducted.

We are pleased to be recognised after the publication of our outstanding client survey results, where we came out on top in areas like client satisfaction, communication and likelihood to refer when compared to our peers.

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.

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Discretionary Portfolio Management

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