jm finn

JM Finn Wealth Management recognised for its client portal app

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. …

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Steven Sussman JM FINN CEO

JM Finn downsizes its London office space to accommodate working from home

Wealth manager JM Finn has decided to scale back the size of its London HQ and will move into smaller premises, a short distance from its current Coleman Street address. The decision to downsize has to some extent been driven by covid and the need for people to work remotely, which has demonstrated to the …

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