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


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


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.

Read now
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…

Read now
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…

Read now
Prospects Magazine

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

Prospects Magazine Winter 2019