Our firm has been voted Best Wealth Manager 2024 in the Good Money Guide Awards for the fourth consecutive year.

The aim of the awards is to champion financial services firms that excel in innovation, product, and customer service. Winners are decided based on public voting and feedback about providers – the Good Money Guide say they receive feedback from thousands of clients across the finance industry. 

Richard Berry, Founder of The Good Money Guide summarised the reasons for the firm’s achievement: “JM Finn won the Best  Wealth Manager award again this year, as they have done in the past because they received excellent results in our research survey and in individual customer reviews."

Thank you to everyone who has voted for JM Finn again this year. The firm’s 75+ year history has been founded on client service excellence and we are proud that the positive feedback to the Good Money Guide award reflects our own client survey results.

To find out more about how JM Finn could help you, please email marketing@jmfinn.com or fill in an enquiry form to get in touch.

Bespoke Discretionary Portfolio Management

Discretionary Portfolio Management

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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