Client service excellence
Putting clients first has been central to JM Finn’s approach throughout our 80 year history. To ensure we continue delivering the high-quality service our clients expect, we commission an independent client survey every two years. We are proud that our most recent survey results once again show exceptionally strong levels of satisfaction, trust, and advocacy across the firm.
Below is a summary of the latest findings from our September 2025 survey, completed by 1,749 clients—an excellent 18% response rate.
Our survey found that high levels of client satisfaction lead to them being willing to recommend the firm. How do we know this?
A ‘Net Promoter Score’ is based on asking clients how willing they are to recommend the firm. JM Finn’s is 67 - far surpassing the UK wealth management industry average of 39. This shows that our clients are significantly more likely to recommend us than those of many other UK wealth managers – something we consider one of the strongest indicators of trust. Even better than wanting to recommend us to others, a majority of our clients actually do recommend us to others.
- Nearly 2 in 3 clients have recommended JM Finn to friends or family
- 26% of clients made a recommendation within the last year
"Great personal service and understanding of our investment needs."
"Look after my investments, good personal relationship, good at keeping me informed."
"A client-first attitude, first class communication.."