JM Finn shortlisted for three awards in COLWMA 2023

Wealth Management firm JM Finn have been shortlisted in the COLWMA 2023. Read more below.

by Katie Deacon

Senior Marketing Executive

We are incredibly excited to be shortlisted for three categories in the City of London Wealth Management Awards (COLWMA).

The COLWMA has established itself as one of the leading industry awards thanks to the judging process which includes a public vote. The awards are designed to recognise, promote and celebrate the quality of service from Wealth Management companies and individuals across the country.

Our nominated categories are:

  • Best Discretionary Wealth Management
  • Charity Investment Service (for the fourth year in a row)
  • Kidbrooke Award For Wealth Management Company of the Year

Company awards are determined by a public vote and we would appreciate it if you could show your support here:

Additionally, Investment Director Andrew Cumming and Senior Investment Manager Karen Lau have also been named in the personal category, Wealth Manager of the Year which is assessed by a panel of judges.

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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