JM Finn: Best Wealth Management Advisory Firm UK 2020

Since its launch in 1945, JM Finn has helped families enjoy stability and prosperity over generations. Long tenures and low staff turnover have led to enduring relationships based on trust and dedication. The firm takes a holistic approach to wealth management and actively engages with clients to learn their goals, retirement plans and inheritance considerations. It inspires younger generations to plan for the future, now, and takes its message on the road. The firm takes part in conferences and sponsors events, such as an art fair in Battersea, to engage with the community and attract new clients. JM Finn spreads the wealth management gospel through these outreach efforts — and provides a practical introduction through its accessible investment products. The firm’s wealth managers are basking in the pride of a job well done for 2019, which ended on a strong note. Net profits were up by five percent, funds by 14. New members were welcomed to the wealth planning team and a new office was opened, adding Winchester to the network that covers London, Bristol, Leeds, Bury St Edmunds and Cardiff. Wealth management is not just for the very wealthy, and JM Finn delights in creating bespoke portfolios. Lower investment thresholds and a secure IT portal encourage new players to enter the game — and JM Finn is there to guide the journey. The CFI.co judging panel is pleased to present it with the 2020 award for Best Wealth Management Advisory Firm (UK).