JM Finn is nominated as Best Discretionary Fund Manager

Wealth management firm JM Finn is shortlisted in the Best Discretionary Fund Manager category at the Professional Adviser awards.

by Katie Deacon

Senior Marketing Executive


We are pleased to announce that JM Finn has been shortlisted in the Best Discretionary Fund Manager category at the Professional Adviser awards. In total, more than 250 advisers, firms and product providers were under consideration.

The Best Discretionary Fund Manager category rewards those that can demonstrate they have met their client’s investment goals over the last 12 months whilst also looking for evidence of adding value for advisers and their clients.

At JM Finn we are particularly pleased to have been recognised in this category after our recent client survey, carried out in the summer of 2021 which demonstrated not just excellent client satisfaction scores, but that we are leaders in our market when it comes to client success. 

The winner will be selected by an independent panel including financial advisers.

 

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

JM Finn was pleased to support the David Shepherd Wildlife Foundation (DSWF) by co-hosting their annual showcase in the London offices.

Watch our video of Tammy Beaumont discussing how she got into cricket, the World Cup, and what young talent she is looking out for.

JM Finn won the Best Events Programme of the Year in 2022 at the Citywealth Brand Management & Reputation Awards