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.
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.
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:
have trust and confidence in the individual who acts as their investment manager
A successful investment management relationship requires a high degree of trust and confidence in your investment manager. We believe trust is earned over time and consists of a varying degree of attributes including, transparency, accountability, frequent communication and a consistent approach to the relationship.
are satisfied with the communication they receive from JM Finn
A successful discretionary relationship is often dependent on good communication. Our personalised service is built on the foundation of regular communication and an understanding of our clients' investment requirements.
have trust and confidence in JM Finn as a firm
In addition to a high degree of trust and confidence in the individual, a level of comfort about the firm they are employed by is important. Knowing that the firm can offer the appropriate resources and security, for example, can be instrumental in a successful client/ investment manager relationship.
JM Finn’s NPS in 2019 which improved from 59 in 2015
JM Finn has grown consistently over the years thanks to word of mouth referrals from existing clients. With no greater testament to the success of a company than its existing clients’ willingness to recommend them, we tested the likelihood of referrals by using a net promoter score which measures the willingness and likelihood of clients to recommend the firm to others.
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.