JM Finn: Best Wealth Management Advisory Firm UK 2021

UK firm JM Finn favours a traditional approach to investment management, focusing on personal service and individual client care. It has had a solid year despite Covid and Brexit complications. Profits took a slight dip but investment performance remained strong, with fees up by three percent. In Q4 of 2020, JM Finn’s investment performance tracked at 8.2 percent, with a year-to-date performance of 5.7 percent. The growing team rallies behind the mantra of “the best, not the biggest”, and all 310 employees — including four new managers — were set-up for remote working with the support of a talented IT department. As the world settles back into some sense of normalcy, JM Finn looks forward to face-to-face time with new business partners. Employee wellbeing is at the top of the agenda, and the firm ensures staff members feel motivated and appreciated. Wealth planning is a key focus, and structural changes will see a streamlining of reporting. The firm has been in operation since 1946 and has been building the wealth-planning division since 2016. It views planning as an extension of investment management to grow and protect generational wealth. The CFI.co jury, which has followed JM Finn’s progress for years, congratulates the company on its new London office and a fruitful partnership with the Surrey County Cricket Club. JM Finn, a repeat programme winner, takes the 2021 award for Best Wealth Management Advisory Firm (UK).