After winning for the last three years in a row, we are delighted to announce that JM Finn has once again been shortlisted in The Good Money Guide Awards 2024 for the People’s Choice Best Wealth Manager Award.

The awards are based on positive customer feedback on the Good Money Guide’s website, and celebrate financial services firms that excel in innovation and customer service. The Good Money Guide says of the firm: “We rate JM Finn as a very good wealth manager who offer a high-quality, personalised investment management service.”

We would greatly appreciate your vote to help us achieve another win this year! You can cast yours until 30th October by using the link here to leave JM Finn a review – this is very quick and should take less than a minute to complete.

The winners will be announced at a ceremony on 1st November in London.

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

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