JM Finn

We're very excited to announce the arrival of Ian Posgate and Richard Cleary as investment directors to spearhead our newest regional office. Hugo Bedford, CEO of JM Finn commented: “I am confident that hiring these two senior practitioners to open our new Cheltenham office will drive significant growth for the business, in line with our strategic development plans.” They are reunited with their former colleagues Liam Shelton and Amelia Hobbs and we look forward to hosting existing and new clients in this newest office in due course. https://lnkd.in/evfvt4QU #Cheltenham #newhires #investment #wealth

Our high-touch, personal wealth management service builds lasting relationships founded on trust and care. We pride ourselves on making complex decisions simple, offering clarity and confidence at every step. From listening to your goals to delivering a consistent, comprehensive investment approach, we put you first. Get in touch to learn how we can help you grow and protect your wealth for today and tomorrow.

JM Finn is pleased to announce new hires that further bolster its capability in the Personal Injury and Court of Protection service. Jonathan Taylor has been appointed as Head of the team, and is joined by former colleagues Desk Administrator Kirsten Twidale and Investment Manager Tom Cheesman, Chartered MCSI. Get in touch with the team to learn more about how they can help in this specialist service.

Spear’s recently reported on the growing number of women in senior roles in wealth management. Our report 'Wealth in Women’s Hands' looks in more detail at the drivers behind this change.

Our report 'Wealth in Women’s Hands' highlights the rise in female-controlled wealth, the changing profile of wealthy women, and the challenges many face when it comes to investing and financial planning.

A third of the world’s wealth is in female hands, and women are accumulating an additional US$5 trillion every year. Read more in our report 'Wealth in Women’s Hands'.