JM Finn
4 Walcote Place
High Street, Winchester
SO23 9AP

(For parking, please use SO23 8SZ)

Call the Winchester office on:01962 392 130
Winchester office

The ancient capital of England

Located on Walcote Place, a short walk from Winchester Station and the high street, we have had a presence in the historic city of Winchester since 2019. We have five investment managers based here looking after portfolios on behalf of private clients, charities and trusts via our personalised approach to portfolio management.

As investment specialists, we focus on managing investment portfolios across a range of structures, including Pensions (SIPPs & SSASs), ISAs, Trusts and Offshore Bonds.

Winchester has a wealth of third party advisers such as lawyers and accountants, most likely due to its proximity to London, with whom we work closely to help our clients determine how best to structure their assets.

Send us a message

If you have any questions or would like to get in touch, submit a call back request below and one of our teams will contact you as soon as possible.