Nominated for award again

We are delighted to announce that, for the third consecutive year, JM Finn has been nominated at the City of London Wealth Management Awards.

These awards, which are unique in that winners are determined by an online public vote, are designed to recognise and promote quality of service from Wealth Management companies and individuals.

Stephen Pinner, MD of Goodacre UK the company managing the Awards said: “Winning a City of London Wealth Management Award is significant proof of distinction for the best companies and individuals providing services for private investors. The fact that winners are determined by individual votes is a huge endorsement for all winners”.

Having won the award for the last two years we hope to make the hat-trick which would be an unprecedented testament to the quality of discretionary services that we offer.

Although these industry awards are a great endorsement of the success of our client proposition, the true testament to what we do is the level of client referrals we receive. 2017 was a strong year for JM Finn in terms of new business and the majority came from referrals from existing clients, which we regard as the ultimate praise.

To vote for JM Finn, please click here.

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.