JM Finn news

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 with…

On 30th September, JM Finn announced a series of changes to the leadership team, which sees the chief executive role taken up by Hugo Bedford as of 1st January 2021, subject to regulatory approval. We…

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. 

The lack of face-to-face contact this year has brought the full benefits of our client portal to the fore. Being able to access a valuation of your portfolio(s) at the touch of a button, access all…

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.

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…

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…

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…