Trusted by our Clients

As determined in a client survey conducted in 2019.

Trust and confidence

98% have trust and confidence in the individual who acts as their investment manager

Client communication

95% are satisfied with the communication they receive from JM Finn

Confidence

96% have trust and confidence in JM Finn as a firm

Referrals

JM Finn's NPS of 70 in 2019 which improved from 59 in 2015 *NPS: Net Promoter Score

Our thinking

wealth management

Process Makes Perfect

Watch any game of rugby and you’ll notice that the goal kickers go through the same routine every time they take a kick.

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A Curator's view

A Curator's view

In reality, this was little more than the temporary exhibition schedule laid out year by year with exhibition titles falling the demarcated time…

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IMPERIAL BRANDS

IMPERIAL BRANDS

Tobacco companies have historically shown themselves capable of withstanding everything regulators have thrown at them. In fact the barriers to entry…

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Bank of Mum and Dad

Bank of Mum and Dad

Maybe you have considered giving away your home or a share of it to your children? Whether to reduce your estate for inheritance tax planning or…

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First, the bad news...

First, the bad news...

While China has been taking action both to limit the spread of the disease and to minimize the impact on its economy, with companies like Apple…

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Brett Bayliss

Brett Bayliss

LIVES NewmarketEDUCATIONSoham Village College followed by a degree in Economics and Politics at Warwick UniversityFAMILYMarried with daughter and son…

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Prospects Magazine

Read the latest edition of JM Finn's quarterly periodical.

Prospects Magazine Spring 2020