JM Finn & Co has appointed former UBS Wealth Management financial planning consultant Anna Murdock as its new head of wealth planning.
Murdock (pictured) will be responsible for establishing and building a team to develop an internal wealth planning function with the primary aim of providing support for JM Finn's existing clients. She was at UBS Wealth Management for seven years, most recently as head of financial advisory for the UK. Walker Crips expands investment team with JM Finn hire Sarah Soar, head of investment management at JM Finn, 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. ...
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