Finlay Wealth Management is named Number One Small Business out of 600 global firms by St James’s Place Services — the FTSE100 London-based principal partner services organisation
Finlay Wealth Management, an East Belfast-based financial advisory firm, has achieved a remarkable milestone, being named St. James’s Place Services’ number one small business out of 600 small businesses worldwide. This accolade sees the company outperform firms in financial hubs such as Singapore, Dubai, and Hong Kong.
Founded and led by Jonathan Finlay, Finlay Wealth Management has experienced substantial growth in recent years too, doubling its workforce, expanding its client base, and significantly increasing funds under management.
The company now safeguards over £145 million in client investments — both business and individual, with its written business revenue set to surge by 150 percent to just under £2 million by the end of this financial year. Its client base has also seen remarkable growth increasing from 866 to 1,175 over the past year due to a combination of acquisitions and organic business expansion.
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To build on its success, Finlay Wealth Management will pump £1.4 million into the company. This spend will spread across acquisitions, staff hires, enhanced training, as well as an amplified marketing strategy including key awareness programmes, such as its recent £36,000 sponsorship of Instonians Rugby Club and a comprehensive social media strategy and refinement of its brand identity.
A key part of its growth strategy will be the opening of a second office in South Belfast, located on the Lisburn Road, aimed at providing more accessible, high-quality financial advice to a growing client base. Discussions are also underway for a potential Glasgow office.
Over the past year, five new financial advisers and three additional administrative staff have joined the team, bringing over 100 years of collective financial expertise to serve clients more efficiently.
Managing Director Jonathan Finlay, who has over 30 years of experience in financial planning said: “Our growth has been driven by a commitment to putting clients first, investing in our people, and continuously adapting to the ever-changing financial landscape. With our upcoming expansion, we look forward to helping even more individuals and businesses secure their financial futures.”
He added: “Being named the number one small business within St. James’s Place Services globally is an incredible achievement and evidence of the hard work and dedication of our entire team.”
With continued investment in technology, people, and expansion, Finlay Wealth Management remains focused on providing bespoke financial solutions while contributing to the regional economy through job creation and strategic financial planning services.
One of Finlay Wealth Management’s high-profile clients, Mark Regan, CEO of Kingsbridge Private Hospital Belfast, shared his experience of working with the business: “Jonathan and his team have been invaluable in helping me navigate financial planning. The advice given was professional, easy to understand, and has delivered exceptional results year on year.”
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