JM Finn is named as the Best Wealth Manager

JM Finn Leeds branch scoops award for Best Wealth Manager in the Yorkshire Financial Awards. Read below to find out more.

by Katie Deacon

Senior Marketing Executive


We are very excited to be named as the Best Wealth Manager in Yorkshire.

The Yorkshire Financial Awards have been developed to celebrate the incredible financial services industry, and the achievements and successes of the region’s best and brightest.

The categories are designed to encourage nominations from:

  • myriad lenders
  • brokers
  • advisers
  • institutions

Chair of the judging panel, Jennifer Green from TheCityUK said: “The Yorkshire Financial Awards has very quickly become the benchmark for outstanding financial services across the county. It doesn’t just celebrate the firms that excel, but also the teams and individuals in them who work tirelessly to serve their customers and clients.”

The judges noted that we were successful due to our “fantastic service”, and made specific mention of our ability to make “significant differences to clients’ quality of life and helping them meet their wealth challenges.”

Andrew Aitken, Head of Yorkshire commented: “Winning this award is testimony to the hard work that the team have put in over the last few years, during some challenging times. It also supports the fantastic client survey results we have seen recently, suggesting that our clients appreciate the highly personalised service we give them.”

The award was presented by the BBC’s Mike Bushell at a gala dinner at New Dock Hall, the largest banqueting and exhibition venue in Leeds.

To contact our Leeds team head to their page here.

Bespoke Discretionary Portfolio Management

Discretionary Portfolio Management

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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