JM Finn & Co has appointed Anna Murdock as its head of wealth planning.
In this newly-created role at the firm, Murdock will help to build a team to develop an internal wealth planning service within the firm as well as supporting the existing clientele.
Murdock was previously at UBS Wealth Management for seven years where she was most recently head of financial advisory for the UK.
JM Finn & Co head of investment management Sarah Soar says: “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.”
JM Finn & Co has £7.9bn of funds under management and administration on behalf of more than 15,000 clients.