JM Finn is thrilled to have been named in the Medium to Large Wealth Management Firm of the Year from MoneyAge after winning the awards in 2019, 2020, 2021 and 2022!

The MoneyAge awards celebrate excellence in the institutional and retail asset management spaces. Categories cover both asset management and wealth management as well as cross industry awards that recognise marketing campaigns, ESG initiatives and diversity.

There will be winners across 27 different categories, and are to be announced at a ceremony on 4 May 2023 at the Waldorf Hilton, 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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