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 | Yorkshire Times A Voice of the Free Press |
P.ublished 14th March 2023
business
JM Finn Opens York Office
Edward Robinson, Assistant Investment Manager; Antonia Consett, Senior Investment Manager; Sam Richley, Investment Manager; Will Hagen, Senior Investment Manager; Gary Wasson, Senior Investment Manager; Hugo Till, Investment Director; Rt Hon the Lord Mayor of York; Andrew Aitken, Head of York office; Lady Mayoress Mrs Lynda Carr; Lucy Coutts, Investment Director; Joanna Thomas, Senior Investment Manager.
Wealth management firm JM Finn has had a presence in Yorkshire since 2002, and after 20 years in Leeds, they have made the decision to relocate the team to York.
The office was officially opened by the Rt Hon the Lord Mayor of York, Councillor David Carr who was accompanied by the Lady Mayoress Mrs Lynda Carr during a reception at the offices in the presence of a number of other private client advisory firms.
Andrew Aitken, Head of York office, JM Finn; Rt Hon the Lord Mayor of York, Councillor David Carr; Lucy Coutts, Investment Director, JM Finn
Hugo Bedford, CEO of JM Finn said:
“We are delighted to open the office in York. Being able to work with a new office development has meant we have been able to create a fantastic space for our staff and clients, built to a high sustainability standard and in a terrific location. I’m excited for all the team in Yorkshire and for the opportunity they have to get closer to our clients and position themselves as the local wealth management firm.”
“We are delighted to open the office in York. Being able to work with a new office development has meant we have been able to create a fantastic space for our staff and clients, built to a high sustainability standard and in a terrific location. I’m excited for all the team in Yorkshire and for the opportunity they have to get closer to our clients and position themselves as the local wealth management firm.”
Andrew Aitken, Head of the Yorkshire office commented:
“As we looked for new premises, we were benefiting from the experience of changing working practices post-pandemic which has taught us that we can work flexibly and made us think about the role of the office. We will always meet clients where is most convenient for them but we also recognise that other client advisers require accessibility, so with that in mind, we felt the need to have an office that worked for both, whilst also giving us space to expand as we look to grow the team.”
“As we looked for new premises, we were benefiting from the experience of changing working practices post-pandemic which has taught us that we can work flexibly and made us think about the role of the office. We will always meet clients where is most convenient for them but we also recognise that other client advisers require accessibility, so with that in mind, we felt the need to have an office that worked for both, whilst also giving us space to expand as we look to grow the team.”
Investment Director and Deputy Head of the office Lucy Coutts, commented:
“This move is a great opportunity to further our network and deepen some relationships, of which we have many, in North Yorkshire. We look forward to showcasing our new home to our local clients and contacts.”
“This move is a great opportunity to further our network and deepen some relationships, of which we have many, in North Yorkshire. We look forward to showcasing our new home to our local clients and contacts.”