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Summer Issue Thirty Nine
The JM Finn Quarterly Periodical

Cranley Macfarlane, an investment manager at JM Finn, has been included in the list of nominations for the Magic Circle Awards 2019.

BCKR is an organisation founded by lawyers to help lawyers broaden their horizons and offer opportunities to further their careers upon leaving private practice.

It’s worth remembering that good businesses adapt to their environment and successful investors tend to be natural contrarians that relish moments when all around are despairing.

Here we are in the New Year. Most of us in the investment industry will be happy to see the back of 2018.

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 our interview with Freddie Woodhead, Investment Manager at JM Finn, who discuss his career at the firm as well as offering advice to those new to the industry.

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)…