Anna Murdock has been appointed Head of Wealth Planning at investment management firm JM Finn & Co.
Murdock, a Chartered Financial Planner, moves from UBS Wealth Management where she was a financial planning consultant, latterly as Head of Financial Advisory for the UK.
At JM Finn she will be responsible for establishing and building a team to develop an internal wealth planning function, providing support for the firm’s existing clients.
Head of Investment Management at JM Finn Sarah Soar said: “Anna’s leadership experience, technical knowledge and commercial focus will be invaluable to us as we look to develop wealth planning as part of our client proposition. We are excited to welcome her to our team as this is a significant development which will enhance our ability to continue providing a high quality client service.”
