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Meet Simon Wong, Senior Wealth Planner at JM Finn. Simon is a Chartered Financial Planner who is based in JM Finn's London head office.
The latest message from JM Finn CEO Hugo Bedford in the spring edition of Prospects magazine.
NPS scores are used to measure the extent to which a company’s customers would recommend it to others.
Chartered Financial Planners from the JM Finn Wealth Planning team provide guidance on making the most of your allowances ahead of the tax year end 2024.
Chartered Financial Planners from the JM Finn Wealth Planning team give an overview of the choices available to Junior ISA (JISA) account holders when they turn 18.
In his latest market commentary, Investment Director Andrew Mann questions what next week's Spring Budget may bring.
Our firm is shortlisted again following a previous win in 2022.
In you hold a self-invested personal pension (SIPP), when you reach the age of 55 you will have numerous options available to you to access it. This article explores those choices and the possible…
This week’s market commentary from Investment Director Andrew Mann.
We are among the finalists for awards including best sponsorship/partnership in arts and sports.
Nominations follow the firm’s win for the Best Discretionary Wealth Management Award in 2023.
UK consumer confidence is high despite weaker December retail figures, writes Investment Director Andrew Mann.
The four-woman team crossed the finish line in The World’s Toughest Race today.
World equity markets rebounded in the final quarter of 2023, says James Godrich, Fund Manager of the JM Finn Coleman Street Investments Service in his quarterly market commentary.
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