Our insights

The Waynflete Singers, one of the leading large choirs in the South of England, are celebrating their 50th anniversary ‘Golden Year’ in 2020 with a wide and ambitious range of activities.

FCA Reveals The Tactics Investment Fraudsters Use To Deceive Over 55s.

Markets were rocked by the potential disruption to global growth that the coronavirus could deliver, though the recovery, particularly in the US, has been remarkably swift.

As an economics graduate that gave up studying Chemistry and Biology before the age of 16, there is very little from a medical standpoint that I can add to what is already available on the…

JM Finn is delighted to announce their sponsorship of Dreweatts the auctioneers’ private collection of the eminent architect Sir William Whitfield CBE in a flagship two-day sale in March 2020.

Clare Julian, a Chartered Wealth Planner, has joined JM Finn in their Wealth Planning team reporting to Anna Murdock.

Meet Lucy, 2019’s Fund Manager of the Year (Female), talking about her investment approach and some of the wider issues facing the industry.

We are delighted to announce that we have been shortlisted in three categories for this year’s COLWMA awards: Wealth Management Company of the Year, Charity Investment Team of the Year and…

With our departure from the European Union just a few days away, markets are understandably subdued.

The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals

The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals

JM Finn is delighted to welcome in a new term of breakfast events as they continue their long-standing association with BCKR.

Two investment managers from Rathbones have agreed to join JM Finn, subject to regulatory and contractual approval.

In many respects, intergenerational wealth challenges follow a tried and tested path.