{"id":6865,"date":"2019-08-28T11:34:59","date_gmt":"2019-08-28T10:34:59","guid":{"rendered":"https:\/\/cfi.co\/awards\/?p=6865"},"modified":"2022-04-21T16:20:44","modified_gmt":"2022-04-21T15:20:44","slug":"jm-finn-best-wealth-management-advisory-firm-uk-2019","status":"publish","type":"post","link":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/","title":{"rendered":"JM Finn: Best Wealth Management Advisory Firm UK 2019"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-6878\" src=\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo.jpg\" alt=\"\" width=\"400\" height=\"117\" srcset=\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo.jpg 400w, https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-300x88.jpg 300w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/p>\n<p style=\"text-align: justify;\">UK wealth management firm JM Finn contradicts the \u201cbigger is better\u201d philosophy; it aims to be the best \u2014 not the biggest. JM Finn focuses on structuring and managing portfolios to meet each investor\u2019s needs, and delivering solid long-term performance allowing for adaptability and responsiveness. Continuity is a key theme for the firm, and the low turnover and long tenure of staff has enabled it to cultivate client relationships that have endured generations. Even the CEO, who has been with the company since 1997, is considered a newbie in an establishment that has a 70-year-plus history of employee engagement and retention. Each JM Finn investment manager takes personal responsibility for client wealth strategies, soliciting regular feedback to determine direction and deliver rapid response and execution times. JM Finn has invested in infrastructure and technology over the years to give the firm, and its clients, a stable footing in the world\u2019s constantly evolving financial markets. Its roots lie in private client broking, with expert investment managers delivering superior service and building relationships built on trust. Families have relied on JM Finn over generations to manage investment portfolios. Trust and success invariably translate to good word-of-mouth references, and JM Finn clients have reliably recommended the firm to others. The CFI.co judging panel cites the firm\u2019s history of stability and expertise, and welcomes <a href=\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/\">JM Finn<\/a> as winner of the 2019 award for Best Wealth Management Advisory Firm (UK).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>UK wealth management firm JM Finn contradicts the \u201cbigger is better\u201d philosophy; it aims to be the best \u2014 not the biggest. JM Finn focuses on structuring and managing portfolios<\/p>\n","protected":false},"author":1,"featured_media":6879,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[18,5,11,53],"tags":[134,58],"class_list":["post-6865","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asset-management","category-europe","category-finance","category-front","tag-asset-management-europe","tag-uk"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.6 (Yoast SEO v27.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>JM Finn: Best Wealth Management Advisory Firm UK 2019 - CFI.co<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"JM Finn: Best Wealth Management Advisory Firm UK 2019\" \/>\n<meta property=\"og:description\" content=\"UK wealth management firm JM Finn contradicts the \u201cbigger is better\u201d philosophy; it aims to be the best \u2014 not the biggest. JM Finn focuses on structuring and managing portfolios\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/\" \/>\n<meta property=\"og:site_name\" content=\"CFI.co\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/CapitalFinanceInternational\/\" \/>\n<meta property=\"article:published_time\" content=\"2019-08-28T10:34:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-04-21T15:20:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"349\" \/>\n\t<meta property=\"og:image:height\" content=\"218\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"marten\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CFIMagazine\" \/>\n<meta name=\"twitter:site\" content=\"@CFIMagazine\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"marten\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/\"},\"author\":{\"name\":\"marten\",\"@id\":\"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909\"},\"headline\":\"JM Finn: Best Wealth Management Advisory Firm UK 2019\",\"datePublished\":\"2019-08-28T10:34:59+00:00\",\"dateModified\":\"2022-04-21T15:20:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/\"},\"wordCount\":244,\"image\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg\",\"keywords\":[\"asset-management-europe\",\"UK\"],\"articleSection\":[\"Asset Management\",\"Europe\",\"Finance\",\"FRONT\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/\",\"url\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/\",\"name\":\"JM Finn: Best Wealth Management Advisory Firm UK 2019 - CFI.co\",\"isPartOf\":{\"@id\":\"https:\/\/cfi.co\/awards\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg\",\"datePublished\":\"2019-08-28T10:34:59+00:00\",\"dateModified\":\"2022-04-21T15:20:44+00:00\",\"author\":{\"@id\":\"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909\"},\"breadcrumb\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#primaryimage\",\"url\":\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg\",\"contentUrl\":\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg\",\"width\":349,\"height\":218,\"caption\":\"JM Finn\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/cfi.co\/awards\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"JM Finn: Best Wealth Management Advisory Firm UK 2019\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/cfi.co\/awards\/#website\",\"url\":\"https:\/\/cfi.co\/awards\/\",\"name\":\"CFI.co\",\"description\":\"Awards\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/cfi.co\/awards\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909\",\"name\":\"marten\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cfi.co\/awards\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/cba215529388907795149c7f3a29e812b17a839430ad09073ac8adeb2fd3b7f4?s=96&d=blank&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/cba215529388907795149c7f3a29e812b17a839430ad09073ac8adeb2fd3b7f4?s=96&d=blank&r=g\",\"caption\":\"marten\"},\"url\":\"https:\/\/cfi.co\/awards\/author\/marten\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"JM Finn: Best Wealth Management Advisory Firm UK 2019 - CFI.co","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/","og_locale":"en_US","og_type":"article","og_title":"JM Finn: Best Wealth Management Advisory Firm UK 2019","og_description":"UK wealth management firm JM Finn contradicts the \u201cbigger is better\u201d philosophy; it aims to be the best \u2014 not the biggest. JM Finn focuses on structuring and managing portfolios","og_url":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/","og_site_name":"CFI.co","article_publisher":"https:\/\/www.facebook.com\/CapitalFinanceInternational\/","article_published_time":"2019-08-28T10:34:59+00:00","article_modified_time":"2022-04-21T15:20:44+00:00","og_image":[{"width":349,"height":218,"url":"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg","type":"image\/jpeg"}],"author":"marten","twitter_card":"summary_large_image","twitter_creator":"@CFIMagazine","twitter_site":"@CFIMagazine","twitter_misc":{"Written by":"marten","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#article","isPartOf":{"@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/"},"author":{"name":"marten","@id":"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909"},"headline":"JM Finn: Best Wealth Management Advisory Firm UK 2019","datePublished":"2019-08-28T10:34:59+00:00","dateModified":"2022-04-21T15:20:44+00:00","mainEntityOfPage":{"@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/"},"wordCount":244,"image":{"@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#primaryimage"},"thumbnailUrl":"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg","keywords":["asset-management-europe","UK"],"articleSection":["Asset Management","Europe","Finance","FRONT"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/","url":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/","name":"JM Finn: Best Wealth Management Advisory Firm UK 2019 - CFI.co","isPartOf":{"@id":"https:\/\/cfi.co\/awards\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#primaryimage"},"image":{"@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#primaryimage"},"thumbnailUrl":"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg","datePublished":"2019-08-28T10:34:59+00:00","dateModified":"2022-04-21T15:20:44+00:00","author":{"@id":"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909"},"breadcrumb":{"@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#primaryimage","url":"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg","contentUrl":"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg","width":349,"height":218,"caption":"JM Finn"},{"@type":"BreadcrumbList","@id":"https:\/\/cfi.co\/awards\/europe\/2019\/jm-finn-best-wealth-management-advisory-firm-uk-2019\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cfi.co\/awards\/"},{"@type":"ListItem","position":2,"name":"JM Finn: Best Wealth Management Advisory Firm UK 2019"}]},{"@type":"WebSite","@id":"https:\/\/cfi.co\/awards\/#website","url":"https:\/\/cfi.co\/awards\/","name":"CFI.co","description":"Awards","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cfi.co\/awards\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909","name":"marten","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cfi.co\/awards\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/cba215529388907795149c7f3a29e812b17a839430ad09073ac8adeb2fd3b7f4?s=96&d=blank&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/cba215529388907795149c7f3a29e812b17a839430ad09073ac8adeb2fd3b7f4?s=96&d=blank&r=g","caption":"marten"},"url":"https:\/\/cfi.co\/awards\/author\/marten\/"}]}},"_links":{"self":[{"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/posts\/6865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/comments?post=6865"}],"version-history":[{"count":0,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/posts\/6865\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/media\/6879"}],"wp:attachment":[{"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/media?parent=6865"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/categories?post=6865"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/tags?post=6865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}