JM Finn named in the Good Money Guide Awards for the second year

We won Best Wealth Manager at the Good Money Guide Awards.

by Katie Deacon

Senior Marketing Executive


The Good Money Guide Awards aim to champion financial services firms that excel in innovation, product, and customer service. Throughout the year, clients have been voting to help others make smarter decisions about who to invest with and provide valuable feedback to improve the online investing, trading, and currency transfer industry.

We are incredibly proud to have been recognised for the second year in a row, showing consistency in our services.

Below is some of the feedback left from our clients, who were asked what their favourite thing about JM Finn was:

“Helpful, accessible advice and support”

“Personal contact and advice from my investment manager”

“Excellent Personal service”

“Growth in capital”

“Accessibility/Informative and user friendly”

“The staff are attentive, know my specific needs and are highly responsive”

“Comprehensive view of portfolios”

“The personal relationship with the investment manager”

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.


Related articles

Wealth Management firm JM Finn have been shortlisted in the COLWMA 2023. Read more below.

Following the retirement of Brett Bayliss from JM Finn, the firm has made a number of changes to the management structure of the investment team and announced a new head of the Bury St Edmunds branch.

Laura Langton wins silver at the Future Leaders Awards