{"id":9702,"date":"2021-10-27T18:50:55","date_gmt":"2021-10-27T17:50:55","guid":{"rendered":"https:\/\/cfi.co\/awards\/?p=9702"},"modified":"2022-04-21T16:44:38","modified_gmt":"2022-04-21T15:44:38","slug":"jm-finn-best-wealth-management-advisory-firm-uk-2021","status":"publish","type":"post","link":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/","title":{"rendered":"JM Finn: Best Wealth Management Advisory Firm UK 2021"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6878 size-full\" title=\"JM Finn\" src=\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo.jpg\" alt=\"JM Finn\" 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 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 <a href=\"https:\/\/cfi.co\/c-19\/\">Covid<\/a> 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\u2019s 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 \u201cthe best, not the biggest\u201d, and all 310 employees \u2014 including four new managers \u2014 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\u2019s progress for years, congratulates the company on its new London office and a fruitful partnership with the <a href=\"https:\/\/www.kiaoval.com\/\" target=\"_blank\" rel=\"noopener\">Surrey County Cricket Club<\/a>. JM Finn, a repeat programme winner, takes the 2021 award for Best Wealth Management Advisory Firm (UK).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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.<\/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":[34,5,53,15],"tags":[58],"class_list":["post-9702","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-consultancies","category-europe","category-front","category-professional-services","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 2021 - 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\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/\" \/>\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 2021\" \/>\n<meta property=\"og:description\" content=\"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.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/\" \/>\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=\"2021-10-27T17:50:55+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-04-21T15:44:38+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\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/\"},\"author\":{\"name\":\"marten\",\"@id\":\"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909\"},\"headline\":\"JM Finn: Best Wealth Management Advisory Firm UK 2021\",\"datePublished\":\"2021-10-27T17:50:55+00:00\",\"dateModified\":\"2022-04-21T15:44:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/\"},\"wordCount\":236,\"image\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg\",\"keywords\":[\"UK\"],\"articleSection\":[\"Consultancies\",\"Europe\",\"FRONT\",\"Professional Services\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/\",\"url\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/\",\"name\":\"JM Finn: Best Wealth Management Advisory Firm UK 2021 - CFI.co\",\"isPartOf\":{\"@id\":\"https:\/\/cfi.co\/awards\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg\",\"datePublished\":\"2021-10-27T17:50:55+00:00\",\"dateModified\":\"2022-04-21T15:44:38+00:00\",\"author\":{\"@id\":\"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909\"},\"breadcrumb\":{\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#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\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#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 2021\"}]},{\"@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 2021 - 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\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/","og_locale":"en_US","og_type":"article","og_title":"JM Finn: Best Wealth Management Advisory Firm UK 2021","og_description":"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.","og_url":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/","og_site_name":"CFI.co","article_publisher":"https:\/\/www.facebook.com\/CapitalFinanceInternational\/","article_published_time":"2021-10-27T17:50:55+00:00","article_modified_time":"2022-04-21T15:44:38+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\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#article","isPartOf":{"@id":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/"},"author":{"name":"marten","@id":"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909"},"headline":"JM Finn: Best Wealth Management Advisory Firm UK 2021","datePublished":"2021-10-27T17:50:55+00:00","dateModified":"2022-04-21T15:44:38+00:00","mainEntityOfPage":{"@id":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/"},"wordCount":236,"image":{"@id":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#primaryimage"},"thumbnailUrl":"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg","keywords":["UK"],"articleSection":["Consultancies","Europe","FRONT","Professional Services"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/","url":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/","name":"JM Finn: Best Wealth Management Advisory Firm UK 2021 - CFI.co","isPartOf":{"@id":"https:\/\/cfi.co\/awards\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#primaryimage"},"image":{"@id":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#primaryimage"},"thumbnailUrl":"https:\/\/cfi.co\/awards\/wp-content\/uploads\/2019\/08\/JM-Finn-logo-thumb.jpg","datePublished":"2021-10-27T17:50:55+00:00","dateModified":"2022-04-21T15:44:38+00:00","author":{"@id":"https:\/\/cfi.co\/awards\/#\/schema\/person\/e3ad9b01223c3a8168d49fc9b884a909"},"breadcrumb":{"@id":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cfi.co\/awards\/europe\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#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\/2021\/jm-finn-best-wealth-management-advisory-firm-uk-2021\/#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 2021"}]},{"@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\/9702","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=9702"}],"version-history":[{"count":0,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/posts\/9702\/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=9702"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/categories?post=9702"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cfi.co\/awards\/wp-json\/wp\/v2\/tags?post=9702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}