Wealth management firm JM Finn moves Yorkshire office from Leeds to York - this is why

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.”

Andrew Aitken, head of the Yorkshire office, added: “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, said: “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.”

JM Finn is headquartered in London and has four regional offices around the country in Bristol, Bury St Edmunds and Winchester, as well as York.

The York office has 13 staff, of whom nine are investment managers, looking after over £680 million on behalf of around 1,400 clients.