---
id: 7814
title: "JM Finn: Best Wealth Management Advisory Firm UK 2020"
award_year: 2020
published: 2020-06-26 11:04:56
published_gmt: 2020-06-26 10:04:56
author: "CFI.co Editorial"
url: "https://cfi.co/awards/europe/2020/jm-finn-best-wealth-management-advisory-firm-uk-2020/"
categories: ["Consultancies", "Europe", "Finance", "Professional Services"]
content_class: award_rationale
independence_status: independent_editorial
sponsor_disclosure: none
editorial_lens: constructive_positive_lens
historical_status: current_at_publication
correction_status: none
archive_policy: no_delete
provenance_layer: github_versioned
wayback_status: archived
wayback_first_snapshot: 20200810080500
wayback_snapshot_url: "http://web.archive.org/web/20200810080500/https://cfi.co/awards/europe/2020/jm-finn-best-wealth-management-advisory-firm-uk-2020/"
license: CFI-OAAL-1.0
content_sha256: a463075b9a5a264cf1881550c4895da74083493843464162c369abab0aff608d
canonical: 7814-jm-finn-best-wealth-management-advisory-firm-uk-2020.json
---

# JM Finn: Best Wealth Management Advisory Firm UK 2020

> Verbatim archived copy. Canonical machine record: `7814-jm-finn-best-wealth-management-advisory-firm-uk-2020.json`.

<img class="aligncenter size-full wp-image-6878" src="https://cfi.co/awards/wp-content/uploads/2019/08/JM-Finn-logo.jpg" alt="JM-Finn-logo" width="400" height="117" />
<p style="text-align: justify;">Since its launch in 1945, JM Finn has helped families enjoy stability and prosperity over generations. Long tenures and low staff turnover have led to enduring relationships based on trust and dedication. The firm takes a holistic approach to wealth management and actively engages with clients to learn their goals, retirement plans and inheritance considerations. It inspires younger generations to plan for the future, now, and takes its message on the road. The firm takes part in conferences and sponsors events, such as an art fair in Battersea, to engage with the community and attract new clients. JM Finn spreads the wealth management gospel through these outreach efforts — and provides a practical introduction through its accessible investment products. The firm’s wealth managers are basking in the pride of a job well done for 2019, which ended on a strong note. Net profits were up by five percent, funds by 14. New members were welcomed to the wealth planning team and a new office was opened, adding Winchester to the network that covers London, Bristol, Leeds, Bury St Edmunds and Cardiff. Wealth management is not just for the very wealthy, and JM Finn delights in creating bespoke portfolios. Lower investment thresholds and a secure IT portal encourage new players to enter the game — and <a href="https://cfi.co/awards/europe/2021/jm-finn-best-wealth-management-advisory-firm-uk-2021/">JM Finn</a> is there to guide the journey. The CFI.co judging panel is pleased to present it with the 2020 award for Best Wealth Management Advisory Firm (UK).</p>


[caption id="attachment_7885" align="aligncenter" width="500"]<img class="size-full wp-image-7885" src="https://cfi.co/awards/wp-content/uploads/2020/06/Steven-Sussman.jpg" alt="Steven Sussman" width="500" height="333" /> Steven Sussman[/caption]

<img class="aligncenter size-full wp-image-7886" src="https://cfi.co/awards/wp-content/uploads/2020/06/tammy-action-bat-and-jmf-logo.jpg" alt="" width="700" height="935" />

[caption id="attachment_7887" align="aligncenter" width="800"]<img class="size-full wp-image-7887" src="https://cfi.co/awards/wp-content/uploads/2020/06/AAF-Thur-10-19-Batt-014-Low-Res.jpg" alt="The Affordable Art Fair opens in Battersea and runs until 20 Oct. The fair offers visitors a chance to purchase work from over 100 galleries at prices between £100 and £6,000" width="800" height="533" /> The Affordable Art Fair opens in Battersea and runs until 20 Oct. The fair offers visitors a chance to purchase work from over 100 galleries at prices between £100 and £6,000[/caption]

[caption id="attachment_7888" align="aligncenter" width="600"]<img class="size-full wp-image-7888" src="https://cfi.co/awards/wp-content/uploads/2020/06/AAF-Wed-10-19-GBPhotos-123.jpg" alt="The Affordable Art Fair opens in Battersea and runs until 20 Oct. The fair offers visitors a chance to purchase work from over 100 galleries at prices between £100 and £6,000" width="600" height="400" /> The Affordable Art Fair opens in Battersea and runs until 20 Oct. The fair offers visitors a chance to purchase work from over 100 galleries at prices between £100 and £6,000[/caption]