JM Finn news

Thanks once again to everyone who completed the survey on preferences for Prospects magazine and wider communications from JM Finn which we included with our summer edition.

After a tremendous 26 years at JM Finn, our Chairman, and former CEO, Steven Sussman retires at the end of this year.

Ace of Blades preparation continues for the World's Toughest Row.

JM Finn are proud sponsors of this all-female team, who are gearing up for a gruelling 3,000 mile row across the Atlantic in under 40 days.

Regular users of our client portal will soon notice that we have a new version.

The Affordable Art Fair roared back to life earlier this year with JM Finn partnering a new fair in Hampstead.

It has been with a sense of relief that we have been able to see our clients in person again, some having not been met physically for over two years.

We encourage our staff to engage in their communities and actively seek to support organisations in our local community.

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

The Affordable Art Fair roared back to life in 2021 with art lovers from across the country making sure that attendance figures did not disappoint.

JM Finn was delighted to have won the award for Medium to Large Wealth Management Firm of the Year from MoneyAge.

We are delighted and extremely proud of Alexander Gulliford and Karen Lau for both being named in the Citywealth Future Leaders awards.

In November, the final members of staff moved into our new London headquarters at 25 Copthall Avenue.

Many readers will have read last edition’s report about Head of Research, John Royden’s attempts to swim the length of Lake Geneva.

The Affordable Art Fair is back and we are delighted to be sponsoring it again.

Many of us took on hobbies, projects and challenges during the lockdowns but for one member of the JM Finn team, a personal challenge wasn’t quite enough; managing something only eight people before…

We are delighted to extend our partnership with Surrey to what is one of the finest stands in world cricket.

We included an article in 2019 about a change from the Office of the Public Guardian (OPG) who have revised their guidance in relation to managing investments on a discretionary basis for clients…

It is a sad truth that, even whilst the world is struggling to cope with a pandemic, there are those who try to capitalise on the misfortunes of others. 

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

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.

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.

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…

Providing personalised investment and wealth management services requires a good deal of communication and whilst formal client meetings are an integral aspect of our services, being able to meet our…

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…

In addition to the Gold Standard, we are extremely proud that our Wealth Planning service has been included in the 2018 thewealthnet Top Financial Planning Companies, despite only commencing wealth…

The charter requires action on behalf of the signatories, the most notable being that the firm’s senior executive team must agree published goals and be held accountable for them. Our goals,…

More awards at JM FINN

An investment manager’s job is to keep on top of the companies in which they invest on behalf of their clients. This involves more than just following the individual stock, but also keeping tabs on…

Here, Tammy discusses her route to the top of her game.How did you get into cricket and at what age?My older brother and Dad were both keen cricketers when I was younger and as a 6 year old I…

To guide our clients through the regulation, we will be writing to all clients later in the summer to explain how these changes may impact your account with JM Finn & Co. In the meantime, this…

Regular users of our new online client portal might be interested to know that we have now launched our new app. Available for both Android and Apple devices, the app allows convenient access to your…

We can also announce that two of our investment directors have been named in this year’s annual list of Top 40 under 40 Private Asset Managers. Simon Tufnell, Investment director, has again been…

Edward, who had been at WH Ireland for seven years prior to joining JM Finn & Co, looked after a range of private clients, trust, pension and charity portfolios alongside his colleague, John…

An independent panel of judges has determined a shortlist of companies, which then feature as the nominees in the public voting forum, with the winners announced at a dinner at The Guildhall in…

The Festival will be held on the 1st-3rd September at Chiswick House in West London. With its 65 acres of glorious Grade I listed gardens in the heart of London, and an 18th-century house, it is an…

With this in mind we have two charities at any one time that are our designated corporate charities

In 2015 Kew Gardens threw open its doors to thousands of book lovers and introduced one of London’s best-looking literary festivals. As Bill Bryson motored across acres of stunning scenery in his…

These changes mean that anyone receiving annual dividends in excess of £5,000 will be liable to this tax, which is payable via your annual tax return. The key points are as follows: The government…

Yorkshire Rows, an all-women rowing team, who have recently become the first women to row across the North Sea, are taking part in the Talisker Whisky Atlantic Rowing Race from La Gomera in the…

Our CSR objective is to raise funds for two chosen charities, each of which we would look to support for a minimum of three years, in order to provide meaningful funds and to make a difference. We…