JM Finn opens Cheltenham office

Wealth management firm JM Finn has opened a new office in Cheltenham, bringing its number of regional offices up to five.

Headquartered in London, JM Finn has £11.7bn of funds under management and administration across 18,500 clients, as at 31 March 2026.

Its Cheltenham office was opened by the Lord-Lieutenant of Gloucestershire, Edward Gillespie, with JM Finn CEO, Hugo Bedford, and investment director and Cheltenham branch head, Ian Posgate, giving speeches.

“It was a fantastic evening to celebrate our branch opening – we were delighted that so many clients and guests from the local community were able to join us,” commented Posgate.

“We look forward to bringing the breadth of our team’s experience to both existing and new clients in Gloucestershire. The opening of the Cheltenham office firmly cements JM Finn’s growing presence in the South West.

“As the firm continues to expand, we retain the same client-first approach that the firm has adopted for the last 80 years.”

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

JM Finn’s Cheltenham office is four storey Darwin House, located in central Cheltenham Town Centre.

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