For the fourth consecutive year, JM Finn was voted Best Wealth Manager 2024 in the Good Money Guide Awards. Thank you to everyone who voted for JM Finn again – we are proud that the positive feedback to the Good Money Guide award reflects our own client survey results.
JM Finn also won Private Client Asset Manager of the Year 2024 at the 2024 Magic Circle Awards, while JM Finn's York team were named Wealth Manager of the Year at the Yorkshire Financial Awards 2024.
The Charities team won the Best Charity Investment Service in the 2024 City of London Wealth Management Awards, where Lucy Coutts, Investment Director and Head of the York office (who many readers may have heard of from her regular appearances on BBC Radio) was also voted Wealth Manager of the Year.
Watch this space for more in the near future (we hope!): we are currently shortlisted for the Private Asset Management (PAM) Total Wealth Planning category and in three categories at the City of London Wealth Management Awards (COLWMA): Charity Investment Service, Discretionary Wealth Management, and Wealth Management Company of The Year.
