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

Where are the safe havens?

The news that BP, one of the income paying stalwarts of the FTSE 100, had announced it was halving its payout to shareholders as a consequence of the…

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lasting powers of attorney

Online LPAs

Atticus Kidd looks at the new online service recently launched to help people safeguard their finances and wellbeing.

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wealth management

A Dividend Drought

It’s not just Rishi Sunak that’s dishing out the cash. Stimulation packages are arriving thick and fast.

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Prospects Magazine

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

Prospects Magazine Summer 2020