Opening a new office after the pandemic has enabled the firm plan a more flexible space and work patterns.

Wealth management firm JM Finn, which has had a presence in Yorkshire since 2002, has decided to relocate the team to York.

The York office has 13 staff, of whom nine are investment managers, looking after more than £680 million on behalf of approximately 1,400 clients.

Hugo Bedford, CEO of JM Finn said: “Being able to work with a new office development has meant we have been able to create a fantastic space for our staff and clients, built to a high sustainability standard and in a terrific location. I’m excited for all the team in Yorkshire and for the opportunity they have to get closer to our clients and position themselves as the local wealth management firm.”

Andrew Aitken, head of the Yorkshire office commented: “As we looked for new premises, we were benefiting from the experience of changing working practices post-pandemic which has taught us that we can work flexibly and made us think about the role of the office. We will always meet clients where is most convenient for them but we also recognise that other client advisors require accessibility so, with that in mind, we felt the need to have an office that worked for both, whilst also giving us space to expand as we look to grow the team.”

Investment director and deputy head of the office, Lucy Coutts, commented: “This move is a great opportunity to further our network and deepen some relationships, of which we have many, in North Yorkshire. We look forward to showcasing our new home to our local clients and contacts.”

With over 100 investment professionals, JM Finn hold funds under management and administration of £10.2 billion on behalf of over 18,500 clients (as at 31 December 2022). The firm is based in London and has four regional offices around England in Bristol, Bury St Edmunds, Winchester and York.