JM Finn news

Award- winning services

Last quarter we mentioned that the firm had been nominated for an award and we’re delighted to say that we won it, which seems a natural opportunity to highlight the various accolades that the firm and our staff have achieved over the last few years.

Forgive us showcasing this, but our aim is to provide a top quality service to our clients; the results of our client survey (see Summer edition of Prospects) and these third party endorsements help us determine how we are doing and it is encouraging to know that we are meeting with the approval of most.


 
Wealth Management Firm of the Year 2019: MoneyAge Awards

 
Wealth Management Firm of the Year 2019 - England and Wales: SME Awards 2019

 
Best Wealth Management Firm UK 2019: Cfi.co Awards

 
Best Wealth Management User Interface - Systems in the City Awards 2019

City of London Wealth Management Awards Female Wealth Manager of the Year: Lucy Coutts

PAM Top 40 under 40: Chris Barrett

Citywire’s Top 100 Fund Selectors: Alasdair Pike

Wealth Planning and Preservation CEO of the year 2019: Steven Sussman

Named as “Outstanding in field” in the Spear’s 500 2019: Hugo Bedford


 
The WealthNet’s Top Financial Planning Companies 2018

 
Gold Standard Awards 2018 Winner: Discretionary Fund Management

 
UK Wealth Management Advisory Firm of the Year 2018: Finance Monthly Fintech Awards

City of London Wealth Management Awards Female Wealth Manager of the Year: Kim Woolmer

Named in the PAM 50 Most Influential 2018: Steven Sussman

Next article

SEVERN TRENT

Previous article

The RPI recalculation risk

Sign up to receive Prospects direct to your inbox.