JM Finn opens Cheltenham office

JM Finn, a London-based wealth manager founded in 1946, has opened a new regional office in Darwin House, Cheltenham, moving into the space on January 12 and bringing the firm's regional office count to five.

JM Finn has opened a new office in Cheltenham, moving into four-storey Darwin House on Rodney Road on Monday, January 12. The firm leased and renovated the space before moving in. JM Finn was founded in 1946 and is majority owned by Delen Private Bank, with the remainder owned by staff. The addition brings the number of the firm's regional offices to five. Key details: - The Cheltenham office is at Darwin House, at the junction of Rodney Road and Regent Street, next to the Promenade and Regent Arcade. - The team moved into the renovated space on Monday, January 12. - JM Finn was founded in 1946 and is 93% owned by Delen Private Bank, with staff holding the remainder. - Ian Posgate is investment director and head of the new office. - Several team members joined JM Finn last year from a firm in Ombersely; named colleagues include Liam Shelton, Amelia Hobbs, Mark Burnett and Richard Cleary. - Hugo Bedford, JM Finn chief executive, said Cheltenham is an ideal location and expressed interest in meeting clients and other private wealth advisers. Summary: The move expands JM Finn's regional footprint and establishes a local base for serving private clients in Gloucestershire. The firm has said staff will meet clients and local private wealth advisers in due course.