Wealth Manager Regional All Star Awards

Citywire Wealth Manager has revealed it’s shortlists for next month’s Regional All Stars Awards.

The Regional All Stars Awards are based on the UK’s top wealth managers – as rated by UK advisers. Advisers have voted across eight key regions, rating firms on the quality of their services and investment propositions.

JM Finn & Co were winners of the award for the Wales region in 2015, and have been nominated and shortlisted across two regions this year – Wales and the East. Up against a number of our peers, the winners will be announced at the annual Wealh Manager Conference and Awards, held at the Westminster Park Plaza on 3 March.

The full shortlists for these two regions can be viewed on the Citywire Wealth Manager website: Wales Shortlist or East Shortlist.

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.