We are pleased to announce that JM Finn has been shortlisted in the Best Discretionary Fund Manager category at the Professional Adviser awards. In total, more than 250 advisers, firms and product providers were under consideration.
The Best Discretionary Fund Manager category rewards those that can demonstrate they have met their client’s investment goals over the last 12 months whilst also looking for evidence of adding value for advisers and their clients.
At JM Finn we are particularly pleased to have been recognised in this category after our recent client survey, carried out in the summer of 2021 which demonstrated not just excellent client satisfaction scores, but that we are leaders in our market when it comes to client success.
The winner will be selected by an independent panel including financial advisers.
