History of JM Finn

Since our foundation in 1945 we have understood the need for stability

A very client focused approach

Since our foundation as a partnership in 1945 by our namesake, John M Finn Esq., we have understood the need for stability when it comes to gaining trust from our clients. With only four senior partners prior to incorporation in 2006, stability was a key attribute when looking to develop the business and navigate the challenges that today’s investors encounter.

In 2011, Delen Investments, a family-owned business, acquired 73% of the business, with the remainder being held by staff. This partnership with Delen Investments provides both stability and investment, allowing us to focus on our clients.

We benefit from the ultimate ownership of a listed business in Ackermans van Haren with its €2.3bn market capitalisation providing financial stability, combined with the immediate ownership by Delen Investments, allowing us to manage the business with a long-term investment horizon - exactly how we manage many of our clients’ investment portfolios. Delen Investment, based in Belgium, is part of the Ackermans & van Haaren (AvH) group, an investment company listed on the BEL-20

John M Finn Esq

Founded as a partnership
in 1945 by our namesake,
John M Finn.

1945
1945

John Mendl Finn, formerly a commodities broker, acquires Kenneth Car Stockbrokers

1946
1946

Kenneth Carr Stockbrokers becomes a member firm of the London Stock Exchange

1949
1949

The name of the firm changes to J.M. Finn and Co.

1956
1956

Office moved from Warnford Court in Throgmorton Street to Salisbury House on London Wall

1975
1975

Peter Freeman succeeds John Finn as Senior Partner.

1998
1998

Cedric Feather appointed Senior Partner

1999
James Edgedale

James Edgedale, current Chairman, appointed as Senior Partner.

Online valuation service launched.

Bristol office opens with the hiring of 10 staff.

2002
Leeds Office

Leeds office opened.

2003

Funds under management and administration reaches £2 billion.

2005

Funds under management and administration reaches £3 billion.

2006
Bury St Edmonds Office

Incorporated as a private limited company.

Bury St Edmunds office opened.

Funds under management and administration reaches £4 billion.

2007
Coleman Street

London headquarters moves to current address, 4 Coleman Street.

Ipswich office opened.

Funds under management and administration reaches £6 billion.

2008
JMFinn&Co

Rebranded by dropping the term “stockbrokers” from the name to reflect the more diversified approach to investment management.

2011
Delen Private Bank

73% of the business acquired by Delen Private Bank.

Cardiff office opened.

2013
csi income and growth

Funds under management and administration reaches £7 billion.

Launch of Coleman Street Investments service

2016
Award

Won award for Best Discretionary Service at the 2016 City of London Wealth Management Awards. Launched Wealth Planning service

2017

Won award for Best Discretionary Service at 2017 COLWMA awards for second year running.

Funds under management and administration reaches £9 billion.