We’re delighted to have been nominated for both the Service Excellence Award and the Large Business Award in the Winchester Business Excellence Awards 2023, which will highlight and honour the most exceptional companies in the local area. Winners will be announced during evening celebrations at Winchester College on Thursday 1 June. 

What are the criteria?

Large Business Award – the winner will need to show a track record in commercial success and achievement, clear objectives for the future growth of their business, and a commitment to innovation and creativity.

Service Excellence Award – companies must demonstrate a tangible link between their customer service and their business performance, as well as a clear understanding of their customers’ needs.

Why JM Finn has been selected

Since JM Finn set up in Winchester in 2019, the business has gone from strength to strength, thanks to the first class client service offered by its team. With 11 people now employed, including 6 investment managers, funds under management and revenues of the Winchester office have both grown substantially since it was opened.

As an investment and wealth manager focusing on the financial affairs of private clients, at JM Finn we pride ourselves on being increasingly different to the rest of the industry by retaining the belief that each client is unique. We offer a highly personalised service, tailoring our investment approach to meet clients’ individual investment needs.

We regularly ask our clients how they think we are doing and are proud to have been voted the top wealth manager firm amongst a peer group of 10 reputable firms. Our clients consistently give us extremely high trust scores and show a strong willingness to refer us, as measured by an industry leading Net Promoter Score (NPS) of 71, far surpassing the industry average of 49.

If you’d like to find out more about our investment management and wealth planning services in the Winchester area, please contact us at winchester@jmfinn.com.

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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