Our insights

Current issue
Autumn Issue Thirty Six
The JM Finn Quarterly Periodical

There is a “back to school” feel about the City right now. Parliament has reassembled and commuting has the added pressure of schoolchildren returning to their studies.

The summer doldrums are well and truly upon us. Company news is thin on the ground and, as for economic data, it seems all the statistics compilers are on holiday too.

Pyjama-clad women are set to light up Bury St Edmunds as the countdown to a moonlight charity walk begins.

Find out how pension scams work, how to avoid them and what to do if you suspect a scam.

Professional Adviser, Retirement Planner and Cover jointly launched the inaugural Women In Financial Advice Awards, which celebrates the achievements of women working within the financial advice…

After a recent dip, the FTSE 100 Share Index has been heading up towards new high ground – which is more than can be said about the pound.

Contemporary corporate finance theory says that the value of something is (a) the future expected cash flows discounted back to (b) their net present value.

Last year, JM Finn held its inaugural “Bring your Daughter to Work” day, with the goal of introducing more young women to wealth management as a potential career choice.

The balance sheet is a list of (a) what a company owns less (b) what it owes with the balance being (c) the value that is attributable to shareholders.

As the heat wave grinds steadily on, with no rain having fallen in my part of the country for 50 days or more, markets seem to be basking in the sun.

= Earnings before interest and tax/Interest