We are delighted to announce that JM Finn has taken the Wealth Management Excellence Award 2026 at the prestigious City of London Wealth Management Awards.
The award is given to a firm that demonstrates outstanding service to clients – our award submission centred heavily on the firm’s excellent recent client survey results which clearly substantiate this. A snapshot is below, to read the full highlights from our survey results, click here.
Client Satisfaction & Trust
- 97% are satisfied with their Investment Manager
- 97% have trust and confidence in their Investment Manager
- Overall firm satisfaction score of 9.1/10
- Net Promoter Score of 67, far surpassing the industry average of 39
Communication & Clarity
- 95% agree we communicate in a timely manner
- 97% are satisfied with communications from their Investment Manager
Our survey also showed that nearly two in three clients have recommended us, including one in four within the past year – reflecting both loyalty and exceptional service.
To find out how JM Finn could help you to manage your wealth, get in touch.
