JM Finn
Anna Murdock is an experienced finance professional with a strong background in wealth planning and financial strategy. Currently serving as the Head of Wealth Planning at JM Finn since November 2015, Anna Murdock has developed expertise in managing client wealth and providing strategic financial guidance. Prior to this role, Anna Murdock was the Financial Planning Head at UBS from April 2008 to April 2015, where valuable skills in comprehensive financial planning were honed.
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.