Client service excellence

Meeting your individual investment objectives requires a high degree of investment expertise but also a superior 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 1945, delivering exceptional service to our clients has been at the forefront of the firm’s approach to investment management. 

To offer a personal service, your main point of contact should be your investment manager

Developing a personal relationship with our clients, understanding their investment needs and using all the resources at our disposal to try and meet those needs is what we believe is essential in becoming a trusted and valued investment manager. 

Our business has continued to grow over the last 70 years allowing us to maintain our firm belief that offering a personal service is what our clients expect.  In a world where investors are increasingly  being shut out by their investment managers, or put at arm’s length from the decision making, we firmly believe that to offer a personal service, your main point of contact should be your investment manager.

“Probably the most responsive business contacts I have.” 

 client of JM Finn

What our clients say

We explored our clients’ perceptions of the firm and the satisfaction with the level of service they received, which resulted in feedback which underlines the success of our approach to offering investment management services on an individual basis:

have trust and confidence in the individual who acts as their investment manager

have trust and confidence in JM Finn as a firm

are satisfied with overall experience from JM Finn