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

economy

It’s the economy, stupid.

Markets were rocked by the potential disruption to global growth that the coronavirus could deliver, though the recovery, particularly in the US, has…

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Prospects Magazine

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

Prospects Magazine Winter 2019