Our insights

JM Finn contradicts the “bigger is better” philosophy; aiming to be the best — not the biggest, winning Best Wealth Management Advisory Firm UK at the latest cfi.co awards.

This week has seen important votes taking place in the House of Commons that will affect the future of this country dramatically.

Our CSI Fund Manager, James, talks us through the sectors of the market he is interested in at the moment.

There’s nothing like a takeover bid to regenerate interest in the stock market.

Dame Laura Davies DBE will host the 2019 Thorpeness Ladies European Tour Pro Am.

In collaboration with CREALOGIX, JM Finn were awarded Best Wealth Management User Interface at the Systems in the City Financial Technology Awards 2019.

JM Finn have been shortlisted in the Money Age Awards 2019.

Markets have reversed their bullish trend recently, thanks in no small measure to the escalating trade war between the US and China.

We asked some of the players at Surrey County Cricket Club how important their career was for their financial future...

With something for everyone and as part of our corporate membership with the Royal Academy, we are able to entertain 800 guests each year.

The JM Finn medallion was awarded to Annenora Benians this year who has seen huge improvements in her singing and musical skills over the year.

We are proud to announce that Steven Sussman has been named Wealth Planning and Preservation CEO of the Year 2019 at the Global CEO Excellence Awards.