News

20 November 2020

JM Finn is delighted to announce that Jonathan Marsh has joined the firm as a senior investment manager.

12 October 2020

For the second year in a row, JM Finn has been awarded the Wealth Management Firm of the Year by MoneyAge.

7 October 2020

JM Finn is proud to have been shortlisted in this year’s Wealth Management Awards from the Good Money Guide.

4 October 2020

JM Finn is proud to have two investment managers included in the shortlist For CityWealth’s Future Leaders Awards.

1 October 2020

The firm has a announced a series of changes to the leadership team.

21 September 2020

September 21st marks World Alzheimer’s day and a timely reminder of the pain of dealing with brain disorders.

8 September 2020

We are proud to have been named as the Wealth Management Advisory Firm of the Year at this year’s Finance Monthly M&A Awards.

25 June 2020

Critical NHS was established as a life-line for the NHS Critical Care Unit at St George’s Hospital in London.

10 June 2020

JM Finn are delighted to announce the appointment of Mark Rowe-Ham as an investment manager based in their London office.

16 April 2020

JM Finn is among several leading wealth and investment management firms to have joined forces to raise vital funds to support the front line staff working within the NHS.

27 March 2020

James Godrich, fund manager of the JM Finn Coleman Street Investment funds has been included in this year’s list of rising talent in the wealth industry.

9 March 2020

JM Finn scooped three awards at the annual City of London Wealth Management Awards including the prestigious Best Investment Team for Charities.

17 February 2020

The Waynflete Singers, one of the leading large choirs in the South of England, are celebrating their 50th anniversary ‘Golden Year’ in 2020 with a wide and ambitious range of activities.

11 February 2020

FCA Reveals The Tactics Investment Fraudsters Use To Deceive Over 55s.

28 January 2020

Clare Julian, a Chartered Wealth Planner, has joined JM Finn in their Wealth Planning team reporting to Anna Murdock.

27 January 2020

We are delighted to announce that we have been shortlisted in three categories for this year’s COLWMA awards: Wealth Management Company of the Year, Charity Investment Team of the Year and…

23 January 2020

The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals

23 January 2020

JM Finn is delighted to welcome in a new term of breakfast events as they continue their long-standing association with BCKR.

14 December 2019

Ben Beckett, an investment assistant in JM Finn’s Bury St Edmunds office has achieved the highest mark in the CISI Financial Markets exam in the last year.

22 October 2019

JM Finn won Wealth Management Firm of the Year at the 2019 MoneyAge awards.

22 October 2019

JM Finn is pleased to announce that Marcus Holden-Craufurd has joined JM Finn, effective immediately as an investment director based in the London office.

23 September 2019

JM Finn announces the opening of their latest regional office in Winchester.

10 September 2019

JM Finn contradicts the “bigger is better” philosophy; aiming to be the best — not the biggest, winning Best Wealth Management Advisory Firm UK at the latest cfi.co awards.

14 August 2019

In collaboration with CREALOGIX, JM Finn were awarded Best Wealth Management User Interface at the Systems in the City Financial Technology Awards 2019.

14 August 2019

JM Finn have been shortlisted in the Money Age Awards 2019.

1 August 2019

The JM Finn medallion was awarded to Annenora Benians this year who has seen huge improvements in her singing and musical skills over the year.

31 July 2019

We are proud to announce that Steven Sussman has been named Wealth Planning and Preservation CEO of the Year 2019 at the Global CEO Excellence Awards.

3 July 2019

With nearly 350 clients and advisers, we held our fifth annual investor conference at the Royal College of Physicians.

2 July 2019

Sponsored by JM Finn, this year’s Hampshire Country & Garden Festival has raised a staggering £55,000 in aid of the North Hampshire Medical Fund.

21 June 2019

Congratulations to Oliver Tregoning for collecting the silver award for Marketing Director of the Year at the Citywealth Brand Management & Reputations Awards 2019

19 June 2019

As part of her exclusive sell-out tour, Alice will share insights, anecdotes and behind-the-scenes stories from her personal journey to explore Britain’s past, with footage from her programmes and…

24 May 2019

JM Finn have been proud sponsors of Dogs for Good for over 5 years now due to the range of issues that having a dog can support.

16 May 2019

Held at Ipswich Waterfront, the challenge was part of the Twilight series.

15 May 2019

Congratulations to our Charities team for being shortlisted in the Magic Circle Awards for Charity Investment Manager of the Year.

17 April 2019

Steven Sussman, CEO of JM Finn, was named CEO of the year at the 2019 COLWMA awards.

12 April 2019

JM Finn ambassador and England stalwart, Tammy Beaumont has been named as one of five players of the year by Wisden.

15 March 2019

Lucy Coutts, an investment director at JM Finn’s Leeds office, was named Female Wealth Manager of the Year at this year’s COLWMA awards.

4 March 2019

At Riding for the Disabled Association (RDA), horses benefit the lives of over 25,000 disabled children and adults.

11 February 2019

JM Finn has been nominated for two awards at this year’s City of London Wealth Management Awards.

7 January 2019

We are delighted to announce that JM Finn’s core discretionary portfolio service has been recognised as having achieved a Gold Standard.

27 November 2018

As part of our partnership with BCKR, JM Finn offered a breakfast seminar to help attendees learn how to get to grips with a formal report and accounts.

27 September 2018

The JM Finn Charities Team hosted 25 trustees for a bespoke training session where we explored various topics including Investment Terminology, Investment Considerations for Charities, Cyber Security…

30 August 2018

Pyjama-clad women are set to light up Bury St Edmunds as the countdown to a moonlight charity walk begins.

14 August 2018

Professional Adviser, Retirement Planner and Cover jointly launched the inaugural Women In Financial Advice Awards, which celebrates the achievements of women working within the financial advice…

27 July 2018

Last year, JM Finn held its inaugural “Bring your Daughter to Work” day, with the goal of introducing more young women to wealth management as a potential career choice.

12 July 2018

The Senior Manager and Certification Regimes (SM&CR) come into force in December 2019 which will impact most aspects of the business.

2 July 2018

An investment manager at JM Finn, has persuaded some diehard cricketing friends to tackle a gruelling cricketing challenge.

22 June 2018

On Wednesday evening two of our Investment Managers hosted an event for 150 guests in the wonderful setting of the Riverhill Himalayan Gardens.

23 May 2018

Over 10,000 visitors attended the annual Art for Cure exhibition at Glemham Hall in Suffolk.

15 May 2018

The rescheduled Vine & Craven point-to point at Hackwood Park, near Basingstoke was blessed with good weather and a strong turnout.

10 April 2018

Situated on the same street as our Bristol office, St George’s is one of the country’s leading concert halls.

3 April 2018

Fred Mahon, fund manager of JM Finn’s Coleman Street Investment Service has been included in the Citywire Wealth Manager’s Top 30 under 30 rising stars in wealth management.