Wealth Planner joins JM Finn

Clare Julian, a Chartered Wealth Planner, has joined JM Finn in their Wealth Planning team reporting to Anna Murdock.

Clare started her career as a Paraplanner in 2006, and has worked at both Brewin Dolphin and Cazenove, qualifying at the latter to become a Chartered Wealth Planner in 2017. Having taken a career break in January 2019, Clare has now joined JM Finn as part of their growing Wealth Planning team.

Clare’s experience and qualifications will be a huge asset to JM Finn’s clients as we look to grow the team to help our clients manage their wealth more effectively. Clare will report to Anna Murdock, Head of Wealth Planning.

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