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
John Mendl Finn, formerly a commodities broker, acquires Kenneth Carr Stockbrokers
1948
The name of the firm changes to J.M. Finn and Co.
1956
Office moved from Warnford Court in Throgmorton Street to Salisbury House on London Wall
1975
Peter Freeman succeeds John Finn as Senior Partner.
1988
Cedric Feather appointed Senior Partner
1999
James Edgedale, current Chairman, appointed as Senior Partner.
Online valuation service launched.
Bristol office opens with the hiring of 10 staff.
2002
Leeds office opened.
2003
Funds under management and administration reaches £2 billion.
2005
Funds under management and administration reaches £3 billion.
2006
Incorporated as a private limited company.
Bury St Edmunds office opened.
Funds under management and administration reaches £4 billion.
2007
London headquarters moves to current address, 4 Coleman Street.
Ipswich office opened.
Funds under management and administration reaches £6 billion.
2008
Rebranded by dropping the term “stockbrokers” from the name to reflect the more diversified approach to investment management.
2011
73% of the business acquired by Delen Private Bank.
Cardiff office opened.
2013
Funds under management and administration reaches £7 billion.
Launch of Coleman Street Investments service
2016
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.
Client Portal won award for "Best Online Development" at 2017 Systems in the City Awards.
Funds under management and administration reaches £9 billion.
Rebranded by dropping "& Co" from the name.