Our insights

On 1 September, the first of six million young people throughout the United Kingdom gets access to their Child Trust Funds on reaching their 18th birthday.

Even before the global pandemic forced us into lockdown, transport news offered very little hope.

Markets have been undimmed by the recent rise in positive Covid-19 cases – particularly in America.

Capital Gains Tax (CGT) is a wide ranging and complex tax that in broad terms is levied on the increased value of certain possessions over the time that they have been held by their owner and is…

Owner managed and family owned businesses are the bedrock of our economy and can produce great wealth for the hardworking owners.

With a presence in Bristol for over 20 years, in the same office we are delighted to announce that we have moved to a new location.

We have all heard of Visa, and have all probably used a Visa card at some point in our lives, but not many people actually know how the business works, its history and how it generates profit.

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.

Most articles about bonds need to start with the question of where do interest rates go from here? In the short term that depends on how the world copes with Covid-19.

During this difficult year, we have been proud to have picked up a number of awards and accolades, which recognise the services we offer to our clients.

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.

As we look to grow without compromising the high quality of service that we have become known for, we are always looking to recruit new talent across the firm.

You probably sort of know how index linked gilts, or “linkers,” work. The redemption value is linked to the change in the retail price index, or RPI, that takes place over the life of the gilt.