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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.
Don’t just take our word for it:
Would our clients refer JM Finn?
Our clients are actively willing to refer us to their friends and family.
Don’t just take our word for it:
Investment manager satisfaction.
Satisfaction with our investment managers outperforms that of our competitors.
Don’t just take our word for it:
Overall satisfaction with JM Finn has gone up.
Despite the challenges of the pandemic, our satisfaction has gone up since our last survey and tops the industry scores.
Don’t just take our word for it:
We are consistently delivering.
95% of our clients said that they were satisfied with their Investment Manager.
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We understand communication is key.
On a scale of 0-10 JM Finn clients are more satisfied with the firm’s overall communications than the competition.
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Overall digital capabilities.
Our digital offering is considered better than that of our peers.
Don’t just take our word for it:
Industry-leading client satisfaction.
When times were challenging, we maintained industry-leading client satisfaction scores.
Don’t just take our word for it:
Our clients overall satisfaction is key.
99% of our clients are very satisfied with our services.
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Putting our clients first.
Our brand perception is vital to continually deliver on our mission to put clients first.
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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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Awards
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.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
01
Strategy name
Cautious
Client risk tolerance
Low
Exposure to company shares
Low
Client capacity for loss
Cautious investor concerned about losing money
Typical time horizon (years)
5+
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.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
02
Strategy name
Conservative
Client risk tolerance
Medium low
Exposure to company shares
Moderate
Client capacity for loss
Cautious investor able to suffer a degree of loss
Typical time horizon (years)
5+
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.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
03
Strategy name
Moderate
Client risk tolerance
Medium
Exposure to company shares
Significant
Client capacity for loss
Able to tolerate temporary loss of capital
Typical time horizon (years)
5+
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.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
04
Strategy name
Progressive
Client risk tolerance
Medium high
Exposure to company shares
High
Client capacity for loss
Able to tolerate higher risk of losing capital
Typical time horizon (years)
5+
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.
Fixed income %
Equities %
Diversifiers %
Cash %
Portfolio risk level
05
Strategy name
Adventurous
Client risk tolerance
High
Exposure to company shares
High
Client capacity for loss
Looking for capital growth with acceptance of a high level of capital loss
Typical time horizon (years)
5+
