Who we are
JM Finn is an investment and wealth management firm that seeks to meet the individual demands of today’s private investors and their advisers by offering a personalised approach to portfolio management.
With a dedicated investment manager as the central point of contact, clients of JM Finn can expect a highly personalised approach to investment management. Typically, our clients are looking to invest for the long term and see JM Finn as a trusted provider of sound investment management.
With a rich history of managing family investments, we understand the need to tailor our services to suit investors’ differing needs across multiple generations via a generally conservative approach to investing, which typically sees us seeking returns over multiple market cycles, as opposed to targeting quick gains.
With over 100 investment professionals, we have £9 billion of funds under management and administration on behalf of over 23,000 client accounts. The firm is headquartered in London and has four regional offices around the country in Bristol, Leeds, Bury St Edmunds and Cardiff.
It is important to remember, that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. JM Finn is authorised and regulated by the Financial Conduct Authority (FCA).
(Figures as at 31/12/17).
What we do
We offer a comprehensive wealth planning service that aims to meet the demands of today’s investors with our commitment to offering a personal approach to portfolio management, where your individual wealth requirements are our primary concern.
Being able to integrate our wealth planning expertise with our high-calibre investment management heritage ensures JM Finn can provide an appropriate service for your needs.
By placing our investment managers as the primary contact point in any relationship, we ensure portfolios are built to suit individual client investment requirements and allow for flexibility as and when those requirements change.
Thanks to our tailored approach, the core discretionary portfolio management service can be suitable for private clients, charities and trusts across a wide range of investment vehicles, including ISAs, Pensions, Trusts and Bonds.