Our insights
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.
All the signs point to a continued pivot away from the threat of a global recession, writes Charles Bathurst-Norman, Investment Director in his latest market commentary.
The firm is among the finalists for awards including Investment Team of the Year.
The awards recognise outstanding firms across different sectors in the Winchester district.
As half of the world’s population heads to the polls this year, Charles Bathurst-Norman analyses the potential ramifications for economies, international trade and the global investment landscape.
Chloe Vernon-Shore, Partner at law firm Michelmores discusses the challenges and opportunities for female business founders in the UK.
Ryan Gordon from the JM Finn Wealth Planning team shares advice on the ways in which we can help to plan for and mitigate against the effects of the school fee increases which may well come with a…
A spotlight on three of the companies we’ve met during the past quarter. We met or spoke with the companies below and you can learn more on any of these by contacting the person at JM Finn with whom…
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