Leading UK Wealth Management firm has opened a new regional office in Cheltenham.

Headquartered in London, JM Finn now has five regional offices, with Cheltenham the latest to be added to the roster. Having leased and renovated an office in Darwin House in Rodney Road, the team of five moved in on the 12th January.

Ian Posgate, Investment Director and head of the office commented: “We are delighted to have found and moved into our new office and already the local business community has made us feel incredibly welcome. As a team, we’re excited to show our clients and any new business partners our new premises, which have been fitted out to the very high standards that underline JM Finn’s commitments to clients.”

The team, who joined JM Finn last year, have come together having previously worked for another firm in Ombersely, near Droitwich.

Hugo Bedford, JM Finn CEO commented: “Cheltenham is an ideal location for us to have a base and to expand our regional footprint and I’m delighted we’ve found such a great office for the team. I look forward to meeting their clients and other private wealth advisers there in due course and bringing our client service driven approach to wealth management to a wider audience.”

Ian Posgate, who lives just north of Cheltenham, joined from EFG Harris Allday and is reunited with his former colleagues Liam Shelton, Amelia Hobbs, Mark Burnett and Richard Cleary.

JM Finn’s Cheltenham office is four storey Darwin House, located in a prime central Cheltenham Town Centre location at the junction of Rodney Road & Regent Street adjacent to the Promenade and Regent Arcade retail areas. Darwin House, 67 Rodney Road, Cheltenham, Gloucester, GL50 1H