JM Finn won Best Wealth Manager at the Good Money Guide Awards 2024, as they have in the past, because of their excellent results in our research survey and outstanding individual customer reviews. Richard BerryRichard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites […]
JM FINN wins Best Wealth Manager at the Good Money Guide Awards 2024 Read More »
The award recognises comes as JM FINN continues to adopt digital technology to transform its operations and client services. Wealth management firm JM Finn has picked up “best app/portal of the year at the Citywealth Brand Management & Reputation Awards. It’s a sign of how successfully well established firms are adopting to the digital landscape.
JM Finn Wealth Management client portal wins best app/portal of the year Read More »
Mid-sized wealth manager JM Finn has announced that it is to sponsor one of cricket’s most iconic venues the Oval, and over the next four years, the grounds famous Vauxhall end stand will be rebranded as the JM Finn Stand in a deal that will last until at least 2025. Surrey County Cricket Club’s home
JM Finn comes out batting for Surrey with Oval sponsorship deal Read More »
I’d just sat got home from interviewing Steven Sussman, the JM Finn CEO when I realsied the more wealth management firms I talk to the more I realize that I have been completely fiscally irresponsible my whole life. I put that mainly down to me perhaps having a slightly higher appetite for risk than others.
