A WEALTH management firm has hired an investment assistant to work in its Winchester office.

Joining the business with more than five years' experience at Brown Shipley, Sam Jones will work alongside Senior Investment Manager, Bill Tibbits, at JM Finn.

The wealth management firm provides a personalised approach to investment and wealth management for private investors and their advisers, by placing a dedicated investment manager as the central point of contact for all clients.

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Simon Tufnell, investment director, said: "We’re delighted Sam has joined the team. Ever since we opened in 2019 we have looked to grow the business and following Bill’s hire last year and the success he has had in bringing over clients, we have needed to beef up our investment support. Sam’s joining could not have come at a better time.”

The company has also recently recruited three new joiners to its investment management trainee programme, as it looks to maintain the strength of its investment talent.

With more than 100 investment professionals, JM Finn has funds under management and administration of £11.8bn on behalf of more than 18,500 clients. The firm is headquartered in London and has four regional offices around the country in Bristol, Bury St Edmunds, Leeds and Winchester.

 

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