Summary
JM Finn has hired Tom Barton from RBC Brewin Dolphin. Based in their new Cheltenham office, Tom will look after private clients and intermediaries and support the team in growing the business in JM Finn’s latest regional branch office.
Details
Tom, originally from Cheltenham, joined RBC Brewin Dolphin as a trainee in 2015 straight from university and has spent 11 years looking after and growing his diverse range of clients and will join JM Finn in October. JM Finn established their fifth regional office in Cheltenham in January this year following the recruitment of four investment managers from EFG Harris Allday in Ombersley.
The JM Finn office now consists of Ian Posgate, Liam Shelton, Amelia Hobbs, Mark Burnett and Richard Cleary and was officially opened at a launch party in May by Edward Gillespie OBE, the Lord-Lieutenant of Gloucestershire.
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Ian Posgate, investment director and head of the Cheltenham office , said: “Since joining JM Finn, the team has received unprecedented support from our clients who are appreciating the client-first focus of JM Finn in addition to the welcome addition of the wealth planning team, a service which wasn’t available to them at our previous firm.
“We are also delighted to have received such a warm welcome from the professional services community in Cheltenham, which has drawn the attention of many of our peers. “I’m delighted to welcome Tom to the team, who will be a valuable addition as we look to enhance JM Finn’s growth ambitions and underscore the focus on client service that has defined the firm for so long.”
What You Need to Know
The JM Finn office now consists of Ian Posgate, Liam Shelton, Amelia Hobbs, Mark Burnett and Richard Cleary and was officially opened at a launch party in May by Edward Gillespie OBE, the Lord-Lieutenant of Gloucestershire.
Report source: Punchline Gloucester
