Our insights
It's never too early to start estate planning so you can leave more to those you love. Simon Wong provides clarity on some common pitfalls that you might be unaware of.
Current economic growth is considered to be not too hot (to push up rates and inflation) and not too cold (to push down employment and share prices). John Royden unpicks this "Goldilocks" analogy.
At the end of the year, the scoreboard looks good and we are pleased with the performance of the funds but one year performance numbers tell only a fraction of the story and this is no time for…
JM Finn staff across the UK have raised over £1,000 for our charity partner First Love Foundation by walking, cycling and running over 800 miles
We are delighted to have been nominated for three prestigious awards at the annual City of London Wealth Management Awards 2021
With sensible planning it is possible to reduce the tax bill that you leave behind for your loved ones. Clare Julian looks at Inheritance Tax and suggests areas that investors should explore
JM Finn to relocate 250 staff to new home by the end of the year
As we endure yet another lockdown here in the UK, the outlook may appear rather bleak but the three main headwinds investors faced last year, namely the pandemic, the US election and Brexit are all…
JM Finn hires senior investment manager Bill Tibbits
Well, we made it to Epiphany, ending the strangest festive season I have ever experienced. Fortunately, the New Year got off to a good start for the Footsie, which was buoyed by the vaccine roll out.
Christmas week hardly got off to a promising start for our stock market, but a modest recovery saw much of the damage repaired, though sentiment remained fragile.
JM Finn hosted a virtual conference in December, bringing together some experts to share their insights.
By the end of the Second World War Britain’s debt ratio to Gross Domestic Product (GDP) was 250%. By the end of the 1970s - 35 years later - the debt was down to below 40%.
They say that a week is a long time in politics. It is turning out to be a positive age in markets.
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