JM Finn has moved to York, with the intention of deepening its relationships with the northern network.

JM Finn has had a presence in Yorkshire since 2002, and after 20 years in Leeds, the firm has decided to relocate the team to York.

The office was officially opened by the Rt Hon the Lord Mayor of York, Councillor David Carr who was accompanied by the Lady Mayoress Mrs. Lynda Carr during a reception at the offices in the presence of several other private client advisory firms.

Hugo Bedford, CEO of JM Finn said: “We are delighted to open the office in York. Being able to work with a new office development has meant we have been able to create a fantastic space for our staff and clients, built to a high sustainability standard and in a terrific location.  I’m excited for all the team in Yorkshire and for the opportunity they have to get closer to our clients and position themselves as the local wealth management firm.”

During the search for new premises, the firm was benefiting from the experience of changing working practices post-pandemic which has taught us that we can work flexibly and made us think about the role of the office.  Clients will always be met where is most convenient for them but we also recognise that other client advisers require accessibility, so with that in mind, we felt the need to have an office that worked for both, whilst also giving space to expand as we look to grow the team.

This move is a great opportunity to further our network and deepen some relationships, of which we have many, in North Yorkshire.

We look forward to showcasing our new home to our local clients and contacts.

Contact the wealth management team in York. 

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