JM Finn is delighted to have won the Medium to Large Wealth Management Firm of the Year from MoneyAge after winning the award in 2019, 2020 and 2021. Other short listed firms were Fisher Investments UK and St James’s Place.

Moneyage cited our “great use of technology” and “personalised service” as contributing factors to our success.

The MoneyAge Awards, who are now in their seventh year celebrate excellence, innovation, and professionalism in the ever expanding and innovative personal finance space. They aim to address the many changes that are taking place in the consumer finance space and provide IFAs, mortgage brokers, and the financial services sector with timely news, and in-depth analysis to help guide their advice and decisions. They have proved themselves ahead of the game in the field of consumer finance with their product provision, innovation, focus on value and customer service. These awards are free to enter and are open to any financial services provider which serves consumers in the UK. For more information head to their website.

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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Discretionary Portfolio Management

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