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Spring Issue Thirty Eight
The JM Finn Quarterly Periodical

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.

Traders are often told to ‘sell in May and go away’, to ‘ride the Santa rally’ or to consider the Super-bowl Indicator; that is, when a team from the old American Football League wins the Super-bowl,…

So here we are at the start of a new year and a new decade – the third of the twenty first century.

Ben Beckett, an investment assistant in JM Finn’s Bury St Edmunds office has achieved the highest mark in the CISI Financial Markets exam in the last year.

The people have spoken. The Conservatives have taken power with their largest majority since the 1980s and the reign of Mrs Thatcher.

JM Finn have been named Wealth Management Firm of the Year 2019 - England & Wales at the recent SME News Finance awards.

Lives North YorkshireFamily Partner, and two Generation Z daughters, who make me laugh Education Fulneck Girls’ School, Yorkshire. And yes, my maths was good enough Started at JM Finn 2011Charity I’m…

Our asset allocation committee is one example of this, via their monthly output showcasing their views on a global basis; this is then complemented by a sectoral view from the stock selection…

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.

Spirax-Sarco Engineering (Spirax) is one of the true great multi-national British engineering companies, comprising three complementary niche businesses operating in thermal energy management market,…

With a growing elderly population, putting in place an ‘attorney’ acting under a Financial and Property Affairs Lasting Power of Attorney (LPA) or Enduring Power of Attorney is becoming more…