JM Finn
Adam Morrison is an experienced HR & Professional Development Officer at JM Finn since April 2018, focusing on Learning & Development, regulatory training, and human resources. Knowledgeable in the Senior Managers and Certification Regime, Adam manages the Individual Accountability Regime and various training systems. Previous roles include Professional Development Administrator at CCT, where support was provided to the administration team, and Human Resources Officer at Community Care Trust, serving individuals with intellectual disabilities. Additionally, Adam worked as a Referee Educator for Otago Rugby, enhancing referee education programs, and was a Student Recreation Assistant at the University of Otago, delivering recreational opportunities and providing excellent customer service. Adam holds a Bachelor of Commerce in Human Resources Management from the University of Otago and a Certificate in High Performance Sport from Otago Polytechnic.
JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.