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

Into the unknown

With our departure from the European Union just a few days away, markets are understandably subdued.

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Lasting Powers of Attorney

Lasting Powers of Attorney

With a growing elderly population, putting in place an ‘attorney’ acting under a Financial and Property Affairs Lasting Power of Attorney (LPA) or…

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market commentary december 2019

Market Commentary December 2019

Traders are often told to ‘sell in May and go away’, to ‘ride the Santa rally’ or to consider the Super-bowl Indicator; that is, when a team from the…

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Prospects Magazine

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

Prospects Magazine Winter 2019