Shortlisted for three City of London Wealth Management Awards

We are delighted to announce that we have been shortlisted in three categories for this year’s COLWMA awards: Wealth Management Company of the Year, Charity Investment Team of the Year and Discretionary Wealth Management Firm of the Year.

JM Finn are nominated for these awards alongside a number of the firm’s peers in the industry, and to win any of the awards would be a great accolade and testament to the high level of service offered to our clients.

We would of course welcome any support from our clients by voting and to do so, please see instructions below:

  • visit the COLWMA website:
  • enter your name and email address
  • in the box “Search Companies” select JM Finn
  • check the box for the relevant categories
  • click “Send your vote(s) now”

Winners will be determined by the highest number of votes received, verified by an independent panel of judges. The 2020 award winners will be announced at a Gala Dinner at The Guildhall on the 4th March.


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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