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

Returning for its seventh year, the MoneyAge awards aim to address the many changes that are taking place in the consumer finance space and provides IFAs, mortgage brokers, and the financial services sector with timely news, and in-depth analysis to help guide their advice and decisions.

The winners will be announced on 13th October at the Awards Gala Dinner.

 

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.


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