Our insights

We are delighted to announce that JM Finn’s core discretionary portfolio service has been recognised as having achieved a Gold Standard.

Well, nobody can say that 2018 hasn’t been without its moments.

A few days ago I was tasked with addressing an audience of an advisor’s clients who were looked after by JM Finn.

Do British companies fail to compete at scale because they deserve to fail? It’s a big, provocative question which James Godrich takes a look at in this short video.

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 portfolios.…

Watch the full interview with FreddieLivesBalham, LondonFamilyMarriedEducationUniversity of Edinburgh (Mathematics) and Ampleforth CollegeStarted at JM Finn2011Favourite statisticIf there are 23…

In addition to the Gold Standard, we are extremely proud that our Wealth Planning service has been included in the 2018 thewealthnet Top Financial Planning Companies, despite only commencing wealth…

The charter requires action on behalf of the signatories, the most notable being that the firm’s senior executive team must agree published goals and be held accountable for them. Our goals, published…

Unilever is a global consumer goods company whose vast portfolio of products operate within four broad segments: Personal Care, Foods, Refreshment and Home Care. Brands you might recognise include…

Simon Wong looks at instances where Capital Gains Tax (CGT) or Inheritance Tax (IHT) can be reduced or mitigated on death, and instances where IHT is not reduced or mitigated.Capital Gains Tax (CGT)…

RELX is an information provider to specialist professional sectors, namely Science,Technology and Medicine (STM), Legal and Insurance.

Young entrepreneurs Tim Connor (30) and Francesca Armstrong (29) have various business interests across the US, Europe & Asia and they advise SMEs & Governments. Here they explain some of the…

In this article, Kiran Vasudeva, and Wesleigh Kirby of solicitors New Quadrant Partners Ltd examine the process by which an inheritance can be redirected following someone’s death.Executing a deed of…

With an increasing importance being placed on healthcare globally, along with a growing and ageing population, few industries offer such large market opportunities. Few however, have such high…