Andrew has joined JM Finn as an investment manager based in the Bristol office, from Rathbones, having previously worked in the Bath office for Investec Wealth & Investments.
Commenting on the hire, Simon Temple-Pedersen, head of JM Finn’s Bristol office, said: “We are very pleased Andrew has agreed to join the firm. His experience and contacts within the local adviser community will help us continue delivering first-rate services to our clients whilst helping the team here grow the business locally.”
Andrew, who is a motorsport enthusiast outside of work and is regularly seen at west country race tracks, qualified as a chartered Wealth Manager in 2021. He takes the number of investment managers in the Bristol office to 11 and the total number of staff to 18. The team look after over £1.1bn of client assets (as at the end of June) on behalf of over 2,000 clients.
JM Finn will also soon open an office in Cheltenham, further strengthening its position in the South West.
