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Investment Director Charles Bathurst-Norman covers the salient points from Q2 2025: Trump is pressuring the US Federal Reserve to cut rates, while tax rises in the UK appear to be on the cards.
Wealth planner Luke Audritt explains the steps to take to check if your retirement and pension plans are on track.
The latest in our Meet the Manager video series with Co-Fund Manager of JM Finn’s Investment Management Service. James talks about his career to date, the benefits of the Investment Management…
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Would our clients refer JM Finn?
The final important metric of our success when it comes to measuring client service quality, is the increasingly common Net Promoter Score, testing the willingness of our clients to refer us. At 71%, we believe this is the highest across the industry, far outstripping the benchmark at 49%.
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Cautious
This is our lowest risk strategy and may be suitable for an investor with a low risk tolerance looking to generate a return over time which exceeds the return available on cash deposits.
Conservative
With moderate exposure to equity investments this strategy represents low risk and can be suitable for investors looking for a return and willing to accept a degree of loss.
Moderate
A higher and significant exposure to equities offers the potential for greater returns but places a higher level of risk on the investment. Clients in this strategy must be able to accept at least a temporary loss of capital.
Progressive
With an anticipated 80% of the portfolio invested in equities, this might be suitable for those investors looking to grow their assets but able to tolerate a high risk of losing their capital.
Adventurous
This is the highest risk strategy, with almost all of the portfolio invested in equities. This can be suitable for long-term investors willing to accept a meaningful loss of capital in return for greater returns.