29 June 2020

JM Finn wins award for second year in a row

JM Finn scoops the Best Wealth Management Advisory Firm UK 2020 at the latest CFI.co awards.

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).”

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For the second year in a row, JM Finn has been awarded the Wealth Management Firm of the Year by MoneyAge.

JM Finn is proud to have been shortlisted in this year’s Wealth Management Awards from the Good Money Guide.

JM Finn’s publication, entitled Wealth Across the Generations, won an award at the annual CityWealth Brand Management and Reputation Awards.