JM Finn wins Wealth Management Firm of the Year award

JM Finn was delighted to have won the award for Medium to Large Wealth Management Firm of the Year from MoneyAge.

Having won the award in 2019 and 2020 it was especially rewarding to have received this recognition again. Our employees, partners and clients have all been instrumental in our achievements over the last twelve months.

The judges noticed our increasing assets under management, our uptake in new business and our consistently outstanding client communication, making us a clear leader within our space.

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

Managing your wealth

Managing your wealth

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.

Also in this issue

Surprisingly little has changed since last I shared my views on how the domestic economy is shaping up in a post-pandemic world.

Having a bespoke portfolio tailored to specific investment goals is often considered solely the preserve of those charities with large amounts of capital to invest.

We are delighted and extremely proud of Alexander Gulliford and Karen Lau for both being named in the Citywealth Future Leaders awards.

Winter Issue Thirty Seven