We are so pleased to announce that JM Finn has triumphed at this year’s annual PAM Awards. Widely regarded as the most prestigious awards in the industry, we are delighted to have won the Total Wealth Planning – High Net Worth category. The award is given to the organisation that has provided the best advice and solutions to clients to enable them to preserve and enhance their total wealth.
This award is testament to our high-quality wealth planning and investment management proposition and our focus on ensuring clients receive a personalised service. The win reflects the consistently positive client survey feedback received about the wealth planning team from clients who have used the service.
The PAM awards are among the most respected in the industry due to the highly rigorous submission process. For the Total Wealth Planning award this entailed a detailed written submission about the wealth planning team and the way they work with investment managers to give clients a fully comprehensive service. Having been shortlisted, we were then invited to present our case in person to a panel of judges comprised of respected industry figures, and respond to their questions.
To learn more about the judging methodology, read here: PAM Awards - Methodology
