Each year, CFI.co seeks out individuals and organisations that contribute significantly to the convergence of economies and truly add value for all stakeholders. Reporting from frontlines of economic convergence, CFI.co realises that best practice is to be found throughout the world and the Awards Programme aims to identify and reward excellence wherever it is found in the hope to inspire others to further improve their own performance.
According to the judging panel, “JM Finn spreads the wealth management gospel and provides a practical introduction through its accessible investment products. The firm’s wealth managers are basking in the pride of a job well done for 2019, which ended on a strong note.”
The judges continued: “Wealth management is not just for the very wealthy, and JM Finn delights in creating bespoke portfolios. Lower investment thresholds and a secure IT portal encourage new players to enter the game — and JM Finn is there to guide the journey. The CFI.co judging panel is pleased to present it with the 2020 award for Best Wealth Management Advisory Firm (UK).”