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Winter Issue Forty One
JM Finn Quaterly Periodical

It is never too late to start defining your financial goals. Paraplanner Uday Tuladhar makes some suggestions to the over 50s for improving their financial wellbeing.

Wealth Management firm JM Finn have been shortlisted in the COLWMA 2023. Read more below.

What is the outlook for 2023? Brian Tora takes a look at the current economic climate.

After a tough 2022 for investors, investment director Charles Bathurst-Norman, suggests that while the short term outlook remains gloomy, it is worth remembering that markets tend to rebound quickly.

It is never too late to start thinking about your financial goals. In this article, paraplanner Uday Tuladhar raises some useful points to be considered

Following the retirement of Brett Bayliss from JM Finn, the firm has made a number of changes to the management structure of the investment team and announced a new head of the Bury St Edmunds branch.

After a challenging year, James Godrich reports stronger performance in the fourth quarter, both on a relative and an absolute basis, in the CSI funds.

Most wealth professionals are predicting a difficult and turbulent 2023. However Brian Tora provides some reasons why we should perhaps be a bit more optimistic.

How has 2022 been for investors in general? Brian Tora provides his insight.

Dr Charles Godden, a recently retired Consultant Paediatrician and former Non-Executive Director of an NHS Trust, thinks the NHS is at great risk of fragmentation.

When the new Conservative administration took over in 2010, admittedly with the support of the Liberal Democrats, it is said that a Treasury minister from the outgoing Labour government left a note…

An exciting wine revolution is taking place in the UK today.

Head of Research, John Royden looks at the unintended consequences of consumer protection and suggests an alternative approach to banker’s remuneration.