Our insights

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.

Everybody’s attitude to money and wealth is different, so we asked some of the players at Surrey County Cricket Club what their must have luxury item is...

There is a strong feeling that we have somehow landed in Groundhog Day so far as markets are concerned.

The Ryedale Festival, the so-called “jewel in Yorkshire’s cultural crown” welcomes outstanding musicians from all around the world to perform in spectacular events spread far and wide across the…

Heart racing action and the ebb and flow of the game made it possibly the best game in cricket history.

Although the FTSE 100 has retreated a little from the 7600 plus it achieved in recent days, it is still holding up remarkably well.

With nearly 350 clients and advisers, we held our fifth annual investor conference at the Royal College of Physicians.

England batter and one of Wisden’s five cricketers of the year, Tammy Beaumont, gives her thoughts on the world cup in an exclusive blog written for JM Finn.

Sponsored by JM Finn, this year’s Hampshire Country & Garden Festival has raised a staggering £55,000 in aid of the North Hampshire Medical Fund.

It is interesting the way in which different assets are behaving in vastly different ways

The author introduces the book with the promise that anyone can learn how to identify 100-baggers, being stocks that return $100 for every $1 invested.

Congratulations to Oliver Tregoning for collecting the silver award for Marketing Director of the Year at the Citywealth Brand Management & Reputations Awards 2019

As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client…