JM Finn news

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.

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 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.

Cyber crime has been on the rise for many years as fraudsters look to take advantage of technological weaknesses.

This can be a tough time for all, particularly when it comes to mental strength. We got in touch with England cricketer and JM Finn brand ambassador, Tammy Beaumont to ask how she copes being cooped…

Supporting our clients often goes well beyond simply managing their investment portfolio. After all, one’s savings can be the axis around which our lives are based so more often than not one’s…

It is this that drives our many partnerships such as with the Royal Academy and Surrey County Cricket and we work hard to deliver something that will appeal to a wide range of our clients allowing…

Forgive us showcasing this, but our aim is to provide a top quality service to our clients; the results of our client survey (see Summer edition of Prospects) and these third party endorsements help…

Enriching lives through horsesRDA is an inclusive and diverse organisation welcoming clients with physical and learning disabilities and autism, and there are no age restrictions. Through the network…

For the last 20 years, the Affordable Art Fair has been making contemporary art accessible to everyone. Conceived in Battersea, London in 1999 by Will Ramsay, the Fair is now present in ten cities…

Winchester office now openOur latest regional office was opened on the 2nd September in Winchester, Hampshire. With five investment managers now in situ looking after £700 million on behalf of their…

It is generally accepted that there are differing attitudes towards all manner of financial aspects, not just money and wealth, across the ages. These changes are attributed to three key facets:…


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