JM Finn
Isabel Kwok FCSI is an accomplished investment manager with extensive experience in managing bespoke investment portfolios for private clients, charities, trusts, and pensions. Currently serving as an Investment Manager at JM Finn since September 2017, Isabel previously held roles such as Assistant Director at Brewin Dolphin from 2010 to 2017, and Business Development Manager at Triodos Bank from 2008 to 2010. Isabel began their career as an Assistant Investment Manager with Rathbone Greenbank Investments and initially worked as a Share Plan Administrator at Towers Perrin. Isabel holds a 2:1 (Hons) degree in Geography from the University of the West of England and is a member of The Chartered Institute for Securities & Investment (The CISI).
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.