About us

Delivering exceptional service

In 2021, we conducted a client survey, in order to further understand how our clients feel we are meeting their goals and to benchmark ourselves versus our peers. 1,653 clients responded providing us with an extremely valuable data set.


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Oliver Tregoning

Head of Marketing

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Wealth management firm JM Finn is sponsoring the Ace of Blades rowing team, who will be completing the Atlantic Row later this year.

Brian Tora provides insight into current factors impacting markets and investment decisions.

JM Finn, lead sponsor of the Ace of Blades rowing team sat down with the crew to learn more about their lives, jobs, and incentives for attempting the 3000-mile row.

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