We are very proud to announce that JM Finn has been awarded Wealth Manager of the Year at the prestigious Yorkshire Financial Awards 2024. The annual awards ceremony celebrates outstanding achievement and excellence across Yorkshire's financial services sector.
The Wealth Manager of the Year award recognises firms that have demonstrated exceptional client service, investment performance, and innovative wealth management solutions over the past year. JM Finn's York office played a pivotal role in the firm's success in the region.
"The team are thrilled to be named Wealth Manager of the Year" said Lucy Coutts, Head of JM Finn's York Office. "This award is a testament to our continued growth in Yorkshire, our team's unwavering commitment to providing personalised service and tailored investment strategies that truly align with our clients' goals. Our Yorkshire roots run deep, and we take immense pride in supporting the financial wellbeing of individuals and families across the region."
JM Finn has built a reputation for its client-centric approach, investment management and financial planning expertise, which has fostered long-standing relationships with clients across generations. The firm's focus on excellent service, coupled with its robust investment process, has firmly established its position as a leading UK wealth manager.
