JM Finn
Rebekah Bruce has accumulated significant experience in the financial services sector, currently serving as a Senior Administrator at JM Finn since February 2017, with previous roles as Desk Administrator and Administrator. Prior to joining JM Finn, Rebekah worked as an Investment Trust Dealing Associate at International Financial Data Services from February 2015 to February 2017. Earlier experience includes a position as a Waitress at Stock Brook Country Club from September 2013 to January 2015. Rebekah completed AS Level education at St John Payne Catholic School in Chelmsford.
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.