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Award received by Investment Directors at Citywealth Magic Circle Awards gala dinner.
Launched in 1999, this spring marks the quarter century milestone since the Individual Savings Account (ISA) was first introduced in the UK, superseding the Personal Equity Plan. We take a look at…
Andrew Banks, Manager of JM Finn’s Inheritance Tax Portfolio Service, discusses the reasons for the sharp rise in people being liable for inheritance tax and discusses five potential ways you could…
The FTSE 100 Index has reached an all-time high, writes Andrew Mann in his latest market commentary.
Firm named Best Wealth Manager at the Yorkshire Financial Awards 2024.
Everyone’s wealth journey is different and depends on their personal objectives and circumstances. However, there are common experiences that women face, which can have a significant impact on their…
This week's commentary from Investment Director Andrew Mann.
Consultant Katie Larnach takes a closer look at the ways in which the financial behaviours of affluent women are rapidly changing.
Firm's nomination demonstrates its strong and growing presence in Winchester investment management.
Despite women gradually closing the pay gap and advancing in the world of work, they are still far less likely than men to invest money: and this is contributing to a staggering £599 billion…
Rising cocoa prices are having wider effects in the supply chain, writes Andrew Mann, JM Finn Investment Director in his latest market commentary.
2024 marks the fifth consecutive year that Andrew is recommended in the Spear’s listings.
Prestigious accolades mirror success in previous years and further cement JM Finn's position as a leading UK wealth manager.
A quick guide on the key points for UK charities to be aware of when investing.
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