12 October 2020

Wealth Management Firm of the Year….again

For the second year in a row, JM Finn has been awarded the Wealth Management Firm of the Year by MoneyAge.

At an online awards ceremony, JM Finn was delighted to have won the coveted award for Medium to Large Wealth Management Firm of the Year from MoneyAge. Having won the award in 2019 it was especially satisfying to have received this accolade again.

The judges noticed our strong evidence of success through our client satisfaction scores and made particular mention of our work around fraud awareness and bringing it the attention of our clients.

MoneyAge aims to address the many changes that are taking place in the consumer finance space and provides IFAs, mortgage brokers, and the financial services sector with timely news, and in-depth analysis to help guide their advice and decisions.

The MoneyAge awards look to celebrate the excellence, innovation, and professionalism in the ever expanding and innovative personal finance space.

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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JM Finn is delighted to announce that Jonathan Marsh has joined the firm as a senior investment manager.

JM Finn is holding a virtual conference in December, bringing together some experts to share their insights.

JM Finn is proud to have been shortlisted in this year’s Wealth Management Awards from the Good Money Guide.