JM Finn
Susannah Boanas is a seasoned finance professional with extensive experience in investment management. Currently serving as a Senior Investment Manager at J M Finn & Co since August 2012, Susannah previously held the position of Divisional Director at Brewin Dolphin from September 2006 to February 2012. Susannah's academic background includes a degree in History from the University of Bristol, earned between 1991 and 1994.
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.