More awards

During this difficult year, we have been proud to have picked up a number of awards and accolades, which recognise the services we offer to our clients.

Having been shortlisted in the annual Private Asset Manager awards for the Client Service Quality award, we followed this up with four wins:

Legal 100 – Wealth Management Firm of the Year 2020
Finance Monthly – Wealth Management Advisory Firm of the Year 2020
Global 100 2020 – Winner, Wealth Management Firm of the Year
CFI.co Wealth Management Awards – Best Wealth Management Advisory Firm UK

Additionally, we have been shortlisted in the CityWealth brand management and reputation awards 2020 for Brand of the Year and in the Good Money Guide Awards.

To vote for JM Finn in the latter, please visit www.goodmoneyguide.com/awards/wealth-management

CFI.co

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.

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Also in this issue

Asset allocation in focus

Asset Allocation Focus in Autumn 2020

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

JM Finn news

New faces

As we look to grow without compromising the high quality of service that we have become known for, we are always looking to recruit new talent across the firm.

Understanding Finance

Breaking even with inflation

You probably sort of know how index linked gilts, or “linkers,” work. The redemption value is linked to the change in the retail price index, or RPI, that takes place over the life of the gilt.

Autumn Issue Thirty Two