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Summer Issue Thirty Five
The JM Finn Quarterly Periodical

You will likely often hear of better investment strategies, and more effective ways to maximise returns, but one absolute that can always be relied upon is that time is what you really need – Time is…

Traditionally, they are formed on the field between titans of the game such as Sir Andrew Strauss and Sir Alistair Cook, Desmond Haynes and Gordon Greenidge and Jimmy Anderson and Stuart Broad.

As I write this, a degree of normality does seem to have returned in England.

Many of us took on hobbies, projects and challenges during the lockdowns but for one member of the JM Finn team, a personal challenge wasn’t quite enough; managing something only eight people before…

In theory, the definitions of an investment or an expense seem quite clear cut. An investment, so the theory goes, is spending which creates an asset which will help produce profits over a number of…

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.

Convertible bonds (convertibles, also termed convertible notes if shorter in maturity) are, all too often, an overlooked financial instrument. They provide investors and corporate executives with…

In advance of this year’s Spring Budget, there was considerable speculation the Chancellor would make changes to and/or increase rates of inheritance tax (IHT) and capital gains tax (CGT). However, it…

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

Johnson Matthey (JM) began life over 200 years ago as a successful gold assay business.

We are very proud to be the recipient of the “Best Wealth Manager” award at the 2021 Good Money Guide Awards.

James Godrich, manager of the JM Finn Coleman Street Investment Funds suggests the recovery may not be accurately priced in by the markets.

We are delighted to extend our partnership with Surrey to what is one of the finest stands in world cricket.

Investment Director, London