Client service excellence

We asked our clients about their experience with JM Finn and were delighted to learn that we are succeeding in our goal.

Personal service underpins positive client feedback

The wealth management services that we offer are multi-faceted and to get a robust view of how we are doing and, more importantly, what we need to do to continue to meet our clients’ needs, is essential for our ongoing success.

Delivering exceptional service

The survey was conducted online in March by a third party consultancy and we were delighted to receive over 2,000 responses representing a response rate of nearly 30%, which makes the data set extremely valuable.

Don't just take our word for it:

Meeting your individual investment objectives

Meeting your individual investment objectives

Meeting your individual investment objectives requires a high degree of investment expertise but also a quality level of client service.

We asked our clients about their experience with JM Finn and were delighted to learn that we are succeeding in our goal. Ever since our founder, John Mendl Finn, was granted his stockbroking licence in 1946, delivering exceptional service to our clients has been at the forefront of the firm’s approach to investment management.