News
JM Finn was pleased to support the David Shepherd Wildlife Foundation (DSWF) by co-hosting their annual showcase in the London offices.
Watch our video of Tammy Beaumont discussing how she got into cricket, the World Cup, and what young talent she is looking out for.
JM Finn won the Best Events Programme of the Year in 2022 at the Citywealth Brand Management & Reputation Awards
JM Finn has been nominated in the best Wealth Management Firm category for the fourth year. Read our article to find out more information.
JM Finn and Crealogix win award at the Goodacre UK Systems in the City awards 2022
Hot on the heels of the Jubilee celebration, JM Finn were delighted to host a lunch to celebrate and promote the Queen’s Award for Enterprise.
JM Finn win Client Service Quality - High Net Worth category at PAM awards
Lucy Coutts and Isabel Kwok, have been recommended in the Women in Investment Awards.
JM Finn named in the Private Client Asset Manager of the Year category
JM Finn, wealth management firm scoops award.
JM Finn, wealth manager firm wins Best Charity Service.
We won Best Wealth Manager at the Good Money Guide Awards.
JM Finn, wealth manager partners with Affordable Art Fair.
JM Finn, wealth management firm is shortlisted for award. Read below to find out more.
Wealth management firm JM Finn is shortlisted in the Best Discretionary Fund Manager category at the Professional Adviser awards.
JM Finn, wealth management firm is shortlisted for award. Read below to find out more.
JM Finn Leeds branch scoops award for Best Wealth Manager in the Yorkshire Financial Awards. Read below to find out more.
JM Finn, wealth management firm with a local office in Bury St Edmunds sponsors the Abbey 1000 celebrations. Read below for more information.
JM Finn have been shortlisted in the COLWMA 2022, in three categories.
JM Finn is proud to have been shortlisted in the 2022 Wealth Management Awards from the Good Money Guide.
JM Finn recognise that a work-life balance is essential for employee growth, personal happiness and productivity. Read below to find out more about the partnership with Cityparents.
The firm’s Leeds office is shortlisted for Best Investment Team of the Year
JM Finn hosted a conference in-person and virtually, bringing together experts to educate our audience on a range of topics.
We sponsor Dogs for Good, a charity transforming the lives of disabled people in the UK.
JM Finn wins best Wealth Management Firm for the third time.
JM Finn takes part in the Future Frontiers scheme, giving career guidance to young people in the UK.
Head of research at JM Finn, Sir John Royden, is looking to become only the 8th person to swim the entire length of Lake Geneva unsupported.
JM Finn picks up Best App/Portal of the Year at the annual Citywealth Brand Management & Reputation Awards
Macmillan Cancer receive over £3,500 from Simon Wong, after running 100k from London to Brighton
JM Finn hosted a virtual conference in May, bringing together some experts to share their insights.
The Vauxhall end stand will now be known as the JM Finn Stand until at least the summer of 2025. In a normal season it will host over 100,000 cricket fans watching sell out Test Matches, One Day…
James Godrich, fund manager of the JM Finn Coleman Street Investment funds and Ben Beckett, Investment Manager have been included in this year’s list of rising talent in the wealth industry.
JM Finn is holding a virtual conference in May, bringing together some experts to share their insights.
JM Finn is delighted that Freddie Woodhead has been named in this year’s Top 40 under 40.
We are delighted to announce that we won the COLWMA Best Charity Investment Service for the second year in a row.
Our most recent sponsor Sherlock is progressing well through his training despite the restrictions imposed by another UK lockdown
JM Finn staff across the UK have raised over £1,000 for our charity partner First Love Foundation by walking, cycling and running over 800 miles
We are delighted to have been nominated for three prestigious awards at the annual City of London Wealth Management Awards 2021
JM Finn to relocate 250 staff to new home by the end of the year
JM Finn hires senior investment manager Bill Tibbits
JM Finn hosted a virtual conference in December, bringing together some experts to share their insights.
JM Finn is delighted to announce that Jonathan Marsh has joined the firm as a senior investment manager.
JM Finn is holding a virtual conference in December, bringing together some experts to share their insights.
For the second year in a row, JM Finn has been awarded the Wealth Management Firm of the Year by MoneyAge.
JM Finn is proud to have been shortlisted in this year’s Wealth Management Awards from the Good Money Guide.
JM Finn’s publication, entitled Wealth Across the Generations, won an award at the annual CityWealth Brand Management and Reputation Awards.
JM Finn is proud to have two investment managers included in the shortlist For CityWealth’s Future Leaders Awards.
The firm has a announced a series of changes to the leadership team.
We are proud to have been shortlisted in five categories at this year’s Brand Management and Reputation Awards run by CityWealth.
September 21st marks World Alzheimer’s day and a timely reminder of the pain of dealing with brain disorders.
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.
JM Finn scoops the Best Wealth Management Advisory Firm UK 2020 at the latest CFI.co awards.
Critical NHS was established as a life-line for the NHS Critical Care Unit at St George’s Hospital in London.
JM Finn are delighted to announce the appointment of Mark Rowe-Ham as an investment manager based in their London office.
Stephen Thornton joined JM Finn in April 2020 as a senior investment manager based in the office.
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.
JM Finn is delighted that Charles Ramsay has been named in this year’s Top 40 under 40.
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.
JM Finn scooped three awards at the annual City of London Wealth Management Awards including the prestigious Best Investment Team for Charities.
England batter and one of Wisden’s five cricketers of the year, Tammy Beaumont, gives an update on the T20 World Cup in an exclusive blog written for JM Finn.
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.
FCA Reveals The Tactics Investment Fraudsters Use To Deceive Over 55s.
JM Finn is delighted to announce their sponsorship of Dreweatts the auctioneers’ private collection of the eminent architect Sir William Whitfield CBE in a flagship two-day sale in March 2020.
Clare Julian, a Chartered Wealth Planner, has joined JM Finn in their Wealth Planning team reporting to Anna Murdock.
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…
The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals
The Spear’s 500 is the indispensable guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals
JM Finn is delighted to welcome in a new term of breakfast events as they continue their long-standing association with BCKR.
Two investment managers from Rathbones have agreed to join JM Finn, subject to regulatory and contractual approval.
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.
JM Finn have been named Wealth Management Firm of the Year 2019 - England & Wales at the recent SME News Finance awards.
JM Finn won Wealth Management Firm of the Year at the 2019 MoneyAge awards.
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.
The Hampshire Medical Fund, which buys cutting-edge medical equipment for Basingstoke, Winchester and Andover hospitals, was founded by the late Earl of Carnarvon in 1981.
JM Finn announces the opening of their latest regional office in Winchester.
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.
Dame Laura Davies DBE will host the 2019 Thorpeness Ladies European Tour Pro Am.
In collaboration with CREALOGIX, JM Finn were awarded Best Wealth Management User Interface at the Systems in the City Financial Technology Awards 2019.
JM Finn have been shortlisted in the Money Age Awards 2019.
With something for everyone and as part of our corporate membership with the Royal Academy, we are able to entertain 800 guests each year.
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.
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.
Heart racing action and the ebb and flow of the game made it possibly the best game in cricket history.
With nearly 350 clients and advisers, we held our fifth annual investor conference at the Royal College of Physicians.
England batter and one of Wisden’s five cricketers of the year, Tammy Beaumont, gives her thoughts on the world cup in an exclusive blog written for JM Finn.
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.
Congratulations to Oliver Tregoning for collecting the silver award for Marketing Director of the Year at the Citywealth Brand Management & Reputations Awards 2019
England batter and one of Wisden’s five cricketers of the year, Tammy Beaumont gives her thoughts on the world cup in an exclusive blog written for JM Finn.
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…
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.
Marcus Holden-Craufurd has agreed to join JM Finn as an investment director, subject to regulatory and contractual approval.
Held at Ipswich Waterfront, the challenge was part of the Twilight series.
Congratulations to our Charities team for being shortlisted in the Magic Circle Awards for Charity Investment Manager of the Year.
Sir Ian Botham, Keane singer Tom Chaplin and former England rugby player Rob Andrew are among those attending a star-studded fundraising event at Tonbridge School in support of Rwanda Aid.
Steven Sussman, CEO of JM Finn, was named CEO of the year at the 2019 COLWMA awards.
JM Finn ambassador and England stalwart, Tammy Beaumont has been named as one of five players of the year by Wisden.
Chris Barrett, an investment director at JM Finn was again listed in the annual list of Top 40 under 40 private asset managers.
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.
We are looking forward to supporting a number of family-friendly Point-to-Points again this year, where we hope to see some of our friends and contacts.
At Riding for the Disabled Association (RDA), horses benefit the lives of over 25,000 disabled children and adults.
JM Finn has been nominated for two awards at this year’s City of London Wealth Management Awards.
Cranley Macfarlane, an investment manager at JM Finn, has been included in the list of nominations for the Magic Circle Awards 2019.
We are delighted to announce that JM Finn’s core discretionary portfolio service has been recognised as having achieved a Gold Standard.
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.
JM Finn sponsored the biennial Art for Youth North exhibition for the third consecutive time. Held at Queen Mary’s School, Baldersby Park near Thirsk in Yorkshire, the event raised £27,626.
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…
Pyjama-clad women are set to light up Bury St Edmunds as the countdown to a moonlight charity walk begins.
Find out how pension scams work, how to avoid them and what to do if you suspect a scam.
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…
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.
JM Finn hosted an evening with Lepra – a UK-based international charity, and Michael Dobbs, a British Conservative politician and best-selling author, most notably for his House of Cards trilogy.
The Senior Manager and Certification Regimes (SM&CR) come into force in December 2019 which will impact most aspects of the business.
The Hampshire Country & Garden Festival, which is sponsored by JM Finn, is dedicated to promoting the fun of the great outdoors and all it has to offer.
An investment manager at JM Finn, has persuaded some diehard cricketing friends to tackle a gruelling cricketing challenge.
On Wednesday evening two of our Investment Managers hosted an event for 150 guests in the wonderful setting of the Riverhill Himalayan Gardens.
JM Finn have decided to invest in reusable coffee cups for all staff members as it is estimated that 2.5bn takeaway coffee cups are thrown away every year in the UK, with just 1 in 400 being recycled.…
Over 10,000 visitors attended the annual Art for Cure exhibition at Glemham Hall in Suffolk.
The rescheduled Vine & Craven point-to point at Hackwood Park, near Basingstoke was blessed with good weather and a strong turnout.
Chris Barrett, an investment director at JM Finn, has been included in this year’s PAM Top 40 Under 40.
Situated on the same street as our Bristol office, St George’s is one of the country’s leading concert halls.
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.
Kim Woolmer, an investment director at JM Finn, last night won the award for Best Female Wealth Manager at the City of London Wealth Management Awards 2018.