JM Finn now has five regional offices, with Cheltenham the latest to be added to the roster. Having leased and renovated an office in Darwin House in Rodney Road, the team of five have been operating from the office since mid-January.
Ian Posgate, Investment Director and head of the office commented: “We are delighted to have found and moved into our new office and already the local business community has made us feel incredibly welcome. As a team, we’re excited to show our clients and any new business partners our new premises, which have been fitted out to the very high standards that underline JM Finn’s commitments to clients.”
Hugo Bedford, JM Finn CEO commented: “Cheltenham is an ideal location for us to have a base and to expand our regional footprint and I’m delighted we have opened such a great office for the team. I look forward to meeting their clients and other private wealth advisers there in due course and bringing our client service driven approach to wealth management to a wider audience.”
The team consists of Investment Directors Ian Posgate, Mark Burnett and Richard Cleary, Investment Manager Liam Shelton and Desk Administrator Amelia Hobbs, who were all reunited after previously working at EFG Harris Allday.
JM Finn’s Cheltenham office is four storey Darwin House, located in a prime central Cheltenham Town Centre location at the junction of Rodney Road & Regent Street adjacent to the Promenade and Regent Arcade retail areas. Darwin House, 67 Rodney Road, Cheltenham, Gloucester, GL50 1HX.
To get in touch with the Cheltenham team, click here.
