Insights

The question of possible measures to increase the UK’s energy independence has come back into the spotlight amid this week’s events in the Middle East.

Optimistic outlook for the UK, Eurozone and Asia as US exceptionalism dwindling, writes Head of Investment Office Jon Cunliffe.

As the UK’s debt-to-GDP ratio reaches the highest level since the 1960s, UK gilt yields will give an indication of whether markets have confidence in this week’s spending review.

Meet Rebecca, Wealth Planner in our London office. In this video she provides insight into the goals for the wealth planning team for the rest of 2025, how the team are helping clients manage the…

Read top tips for personal taxation from our Wealth Planning team for the year ahead.

Now that the dust has settled since the Budget in October, Andrew Banks, Senior Investment Manager, explains why the changes to Business Relief may have had unintended consequences.

Our Wealth Planning team cover some of the key points you need to know on estate planning – including the impact of the Autumn Budget.

As the US election draws closers, watch our exclusive webinar featuring Freddy Gray, Deputy Editor of The Spectator and JM Finn Investment Director Freddy Colquhoun, covering all the key points to be…

In our latest webinar, Anna Murdock, Head of Wealth Planning and Simon Wong, Senior Wealth Planner cover the key points to know on pensions and retirement planning.

Andrew Banks, Manager of JM Finn’s Inheritance Tax Portfolio Service, discusses the reasons for the sharp rise in people being liable for inheritance tax and discusses five potential ways you could…

Consultant Katie Larnach takes a closer look at the ways in which the financial behaviours of affluent women are rapidly changing.

Despite women gradually closing the pay gap and advancing in the world of work, they are still far less likely than men to invest money: and this is contributing to a staggering £599 billion…

NPS scores are used to measure the extent to which a company’s customers would recommend it to others.

Chartered Financial Planners from the JM Finn Wealth Planning team give an overview of the choices available to Junior ISA (JISA) account holders when they turn 18.

Three of our investment experts comment on what 2024 may bring for economies, investors and markets.

The Ace of Blades rowing team are so close to the start line. Discover what kind of physical and mental preparation it has taken to get them there.

Leaving money in the bank may often mean that its value falls in real terms.

As our population ages and life expectancy grows, more of us will need to pay for costly long-term care in later life. Could long-term care insurance be a solution?

Charles Bathurst-Norman reviews the quarter and explains his preference for investing in a diversified portfolio of direct equities.

Experts from Affordable Art Fair share their tips on environmentally friendly art buying.

Building your home collection is a truly unique and personal experience. Whatever stage you’re at in your collecting journey – curious newbie or established collector – there’s always something new…

Brian Tora delves into the implications of this month’s economic indicators.

Sir John Royden, Head of Research, examines the potential impact of a leadership change in the next UK election.

The American government debt ceiling, cost of living, and oil prices have dominated recent headlines. How have they impacted markets?

Wealth management firm JM Finn is sponsoring the Ace of Blades rowing team, who will be completing the Atlantic Row later this year.

JM Finn, lead sponsor of the Ace of Blades rowing team sat down with the crew to learn more about their lives, jobs, and incentives for attempting the 3000-mile row.

Investment director, Paul Tyndall suggests that, thanks to falling inflation, there are grounds for optimism for investors.

Food inflation, Northern Ireland protocol fallout and the upcoming budget have impacted markets.

It is never too late to start thinking about your financial goals. In this article, paraplanner Uday Tuladhar raises some useful points to be considered

What impact have the policy changes, mini-budget and inflation had on markets? Brian Tora provides his thoughts.

Optically, emerging markets would not be the obvious choice when considering investing new funds given the current macro-economic and geo-political backdrop. Investment Director, Freddy Colquhoun…

How we extract, manufacture, use and dispose of earth’s finite resources is becoming increasingly critical to the survival of all life on earth. Isabel Kwok looks at the recycling sector as an…

Meet Karen, Senior Investment Manager in our London office. In this video she provides her insight on how she is positioning portfolios, areas of the market that excite her and her primary challenges.

What is absolute return? Absolute return is the return that an investment portfolio receives over a specified period. Read below for more detail.

What makes a good investment strategy during uncertain times? Read below to see what Investment Manager Charles Bathurst-Norman is planning.

JM Finn hosted a conference in-person and virtually, bringing together experts to educate our audience on a range of topics.

Bond star Daniel Craig would rather give away his wealth to charity than to his daughters. Whatever your view, it is important to plan for it to ensure your wishes are fulfilled.

JM Finn hosted a virtual conference in May, bringing together some experts to share their insights.

Meet Isabel, Investment Manager at our Bristol office. In this video she provides her insight on the biggest challenges for the firm and the growing interest in Environmental, Social and Governance…

With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…

Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…

James Godrich explains what he has learnt from planes, jazz, Jonny, cricket & doctors that can be applied to investment management.

Henry Birt of JM Finn’s research team looks into the mechanics of the world’s largest cryptocurrency, Bitcoin

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.

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 hosted a virtual conference in December, bringing together some experts to share their insights.

Freddy Colquhoun looks ahead to next year from an asset allocation perspective and suggests the UK could be the surprise market.

John Royden looks at what is in store for the US.

Brand ambassador Tammy Beaumont reports from Sydney on the Women’s Big Bash.

I bought my first shares on the London Stock Exchange back in the mid-1960s.

Trump is trailing in the polls but Biden is not certain of victory.

Biden is leading in the polls but is not certain of victory.

Freddy Gray, editor of the US Spectator talked to us about the battle for the White House. Read the transcript here.

Atticus Kidd looks at the new online service recently launched to help people safeguard their finances and wellbeing.

A new survey commissioned by JM Finn has found a high concern of cyber crime amongst UK investors with concerns notably heightened due to increased online activity during Covid-19.

Head of research, John Royden looks at a bellwether stock in his quest to determine when normality returns.

John Royden, Head of Research at JM Finn looks at how the UK’s trade deal negotiations might be impacted by increased tensions between the US and China

In these strange times there are many people sitting at home unable to work, care for their loved ones or even keeping themselves busy.

One of the most discussed themes recently has been the impact of the coronavirus on dividends, with nearly £20 billion of upcoming payments in the UK cancelled.

Coronavirus provides a complex set of problems for politicians who need to balance very challenging medical and economic decisions.

It’s never been more important to start investing early. And this is particularly important if you’re a young woman as you don’t want to have regrets as you get older.

Meet Lucy, 2019’s Fund Manager of the Year (Female), talking about her investment approach and some of the wider issues facing the industry.

Our asset allocation committee is one example of this, via their monthly output showcasing their views on a global basis; this is then complemented by a sectoral view from the stock selection…

“Expanding on the idea of investment for everyone” Will Ramsay, Founder and CEO of the Affordable Art Fair talks about our exclusive partnership with the fair.

Many investors avoid allocating to Japan justifying their decision by its cyclicality, stubborn disinflation, challenging demographics and the usual concerns surrounding weak economic growth.

Watch our video to see how our online portfolio valuation tool can meet the requirements of today's investor.

Cosmetics have been around for centuries but in the modern era of social media, where selfies are uploaded at breakneck speed and beauty influencers garner huge followings, interest in aesthetic…

Any aspiring parent wishing to send their children to private school will be fully aware of the huge cost to do so, with the average annual cost of a private day school at around £14,000 rising to…

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…

The month of March is a month synonymous with the coming of spring.

So, if our nation now wants to remain, and ditto for our Parliamentarians, then political gravity leads you to some kind of soft Brexit and I suspect Europeans want this as well. Europe’s need to…

Want to know why steering clear of global investment might not be the right approach? Watch this short video by our research analyst, James Godrich, to hear the three reasons to have a rethink.

England’s cricketers have high expectations for the Women’s World T20. Whilst their male counterparts were hoping the Sri Lankan weather didn’t ruin their party, the women’s first game in St Lucia…

BCKR is an organisation that encourages lawyers and their firms to have greater involvement in the outside world.

Since April 2015, ISA investors have been able to pass on the value of their tax-free ISA to a spouse or civil partner on death through an ‘additional permitted subscription’ (APS). However, an…

But “safe” should not be taken out of context. In mid-2013 the 3.5% of 2068 were trading at close to £100. As interest rates fell, the gilt rallied to a peak of just under £200 by August 2016; within…

Nick Vetch, Co-founder and Executive Chairman of Big Yellow Group plc shared his insights of non-executive roles with BCKR.

In a world where traditional terrorist threats tended to be group based and focused on destruction to property, we are now witnessing “cultish terrorism” and extremists focusing their efforts on mass…

JM Finn has long been a supporter of BCKR, an organisation that encourages lawyers to have greater involvement in the outside world.

On the 5th March 2009, following some of the more turbulent times in our economic history, the BofE cut our base rate to 0.5% and announced that it was to start the process of pumping tens of…

 LIVESLondonFAMILYSingleEDUCATIONRadley College and Durham UniversitySTARTED AT JM FINNJanuary 2017ALTERNATIVE CAREER IF NEEDEDCricket commentatorFIRST JOBGraduate trainee accountant at PWCSUMMER…

What does the new Parliament look like? Well, if the Tories end up with 319 seats and the DUP vote with the Tories, then together the Tories/DUP alliance ends up with 329 seats.

My forays into politics have a chequered history. Back in 1997 I volunteered to help the Conservatives canvass in Fulham and Putney.

In curling the skill is in brushing the ice just enough to help the stone land in the sweet spot. Too much brushing and the stone will overshoot the target; too little and it might never get there.

More details will follow in an explanatory letter to all clients and a follow-up article in the summer edition of Prospects. I mention this because one of the areas that the industry is struggling to…

Following the past seven years of slow but steady growth, low productivity gains and zero interest rates you'd be forgiven for forgetting what inflation feels like.

The award for Best Discretionary Service at the 2016 City of London Wealth Management Awards was presented to JM Finn & Co at a ceremony at The Guildhall.

As we march into the Brexit vote on 23rd June, all eyes will be on the polls. But before you place too much emphasis on the polls, remember how they failed miserably in the UK general election last…

With more than one hundred days to go to the UK’s EU referendum, the odds on the runners and riders to succeed David Cameron have altered considerably.

The lie of the political landscape on the UK’s Europe referendum has become a little clearer now.

One of the principal features of the enduring commodity “super-cycle” that permeated the early parts of this decade was the rise of Sovereign Wealth Funds (SWFs).

The Bureau of Labor Statistics (BLS) in the United States showed a hike in its jobs report of 271,000 new hirings on Friday, despite attrition in the mining and oil & gas sectors.

It has become a curiosity of the Fed’s current message that it is now looking to international factors in its timing decisions on a rate hike. The Fed’s Brainard was increasingly dovish on Monday…