28 January 2020

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.

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.

Related articles

JM Finn is delighted that Freddie Woodhead has been named in this year’s Top 40 under 40.

Our most recent sponsor Sherlock is progressing well through his training despite the restrictions imposed by another UK lockdown

JM Finn staff across the UK have raised over £1,000 for our charity partner First Love Foundation by walking, cycling and running over 800 miles