Our insights

Current issue
Summer Issue Thirty Nine
The JM Finn Quarterly Periodical

Once upon a time, you knew where you were when it came to receiving pronouncements from No 11 Downing Street.

JM Finn, wealth management firm is shortlisted for award. Read below to find out more.

Wealth management firm JM Finn is shortlisted in the Best Discretionary Fund Manager category at the Professional Adviser awards.

JM Finn book club has found the best finance books to help start you on your finance journey. Read below for a review of Billion Dollar Whale.

JM Finn, wealth management firm is shortlisted for award. Read below to find out more.

It is unclear exactly how much the war in Ukraine will cost the global economy. Read below for insight on how the markets have recently performed and what we think the other impacts might be.

What is Tammy Beaumont expecting from the rest of the World Cup? Read below.

US inflation was 7.5% in January 2022, sending panic ripping through markets. We look at the Fed’s reaction and compare it to that of the 1980s response to the Great Inflation.

At COP 26 the world committed to phase out unabated coal power generation and to cease issuing inefficient subsidies for fossil fuels. The words “unabated” and “inefficient” were both late additions.…

Abuse of older people comes in many forms including financial, psychological and physical. It is often the case that an elderly victim will suffer from more than one type of abuse at the same time.

Two years ago, my wife and I had just returned from a lengthy stay at our house in the Algarve when we were suddenly thrust into lockdown.

As much as April is associated with fools, springtime and new beginnings, it is also a time to consider implementing smart financial planning strategies as it marks the end of another tax year.

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.

JM Finn recognise that a work-life balance is essential for employee growth, personal happiness and productivity.