11 December 2018

JM Finn included in list of top financial planning companies

In addition to the Gold Standard, we are extremely proud that our Wealth Planning service has been included in the 2018 thewealthnet Top Financial Planning Companies, despite only commencing wealth planning activities in 2017.

The list recognises those organisations that provide financial planning services to wealthy individuals. For the first time this year the list was expanded to include wealth managers and private banks which reflects the change in the market over recent years, which has seen a number of these firms place financial planning as a crucial part of their services, either as an integrated services for clients or as a standalone service.

The wealthnet is an information provider serving the needs of those involved in the creation and preservation of private wealth. It is part of PAM Insight, an independent company dedicated exclusively to serving a broad and diverse community of professional wealth management organisations around the world, with innovative, market-leading and independent information products and services, delivered online, in print and face-to-face.

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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