At JM Finn our success is built upon relationships, trust and word of mouth. Many of our clients have introduced us to members of their family to the extent that we often manage investment portfolios across multiple generations.
We know that flexibility is key to helping financial advisers service their clients, so we have a range of investment solutions available to advisers, which leverage our award winning discretionary portfolio management services. The services listed here are for professional financial advisers only
Becoming the trusted adviser requires trust and time to build a valued relationship. We can help professional advisers cement their role within their clients’ wealth affairs leveraging our long-standing experience as a trusted adviser ourselves.
Our personalised approach to investment and wealth management draws on traditional client service values. We remain committed to placing an investment manager at the heart of all client relationships to ensure we continue treating each client individually.
Head of Leedsandrew.aitken@jmfinn.com
Assistant Manager, Investment Managementrebecca.albany@jmfinn.com
Senior Investment Managerscott.avent@jmfinn.com
Research Analyst
Senior Investment Managerandrew.banks@jmfinn.com
Senior Investment ManagerMichael.Barlow@jmfinn.com
Investment Directorchristopher.barrett@jmfinn.com
Investment Directorsteve.barron@jmfinn.com
Investment DirectorSam.Barty-King@jmfinn.com
Investment DirectorCharles.Bathurst-Norman@jmfinn.com
Investment Director, Head of Branchesbrett.bayliss@jmfinn.com
Investment Managerben.beckett@jmfinn.com
Chief Executive Officerhugo.bedford@jmfinn.com
Non-Executive Director
Research Assistanthenry.birt@jmfinn.com
Senior Investment ManagerSusannah.Boanas@jmfinn.com
Office Managersamantha.brown@jmfinn.com
Head of Dealing
Senior Investment ManagerMichael.Burton@jmfinn.com
Trainee Dealer
Investment DirectorToby.Clarkson@jmfinn.com
Investment DirectorHoward.Cockburn@jmfinn.com
Investment Directorfreddy.colquhoun@jmfinn.com
Investment Managerbrendan.company@jmfinn.com
Senior Investment Managerantonia.consett@jmfinn.com
Investment Directorroger.cosslett@jmfinn.com
Investment Directorlucy.coutts@jmfinn.com
Senior Investment ManagerDominic.Crame@jmfinn.com
Investment DirectorAndrew.Cumming@jmfinn.com
Marketing Executivekatie.deacon@jmfinn.com
Investment Directorwilliam.doe@jmfinn.com
Senior Investment Managertony.dorkins@jmfinn.com
Senior Investment ManagerDominik.Drozd@jmfinn.com
Head of Londonpaul.dyas@jmfinn.com
Investment Directorjohn.eastgate@jmfinn.com
Senior Investment Manageranthony.eaton@jmfinn.com
Investment Director, Non-Executive DirectorJames.Edgedale@jmfinn.com
Investment Assistantnina.etherton@jmfinn.com
Senior Investment ManagerJohn.Everall@jmfinn.com
Senior Investment ManagerIvan.Ferguson@jmfinn.com
Research Assistantrheanna.filmer@jmfinn.com
Assistant Manager, IM Supportalison.finney@jmfinn.com
Senior Investment Manageralan.fleming@jmfinn.com
Senior Investment Managerefs@jmfinn.com
Senior Investment Manageriona.garton@jmfinn.com
Investment Directorben.gedney@jmfinn.com
Fund ManagerJames.Godrich@jmfinn.com
Investment DirectorJonathan.Goldring@jmfinn.com
Investment Management Traineesamantha.goodson@jmfinn.com
Investment DirectorClare.GoreLangton@jmfinn.com
Investment Directoralexander.gulliford@jmfinn.com
Senior Investment Managerwilliam.hagen@jmfinn.com
Senior Investment ManagerEdward.Hagger@jmfinn.com
Manager, IM Supportlucy.hall@jmfinn.com
Investment Managerstewart.harrison@jmfinn.com
Senior Investment Managerdavid.higham@jmfinn.com
Investment Director Marcus.Holden-Craufurd@jmfinn.com
Senior Investment ManagerMichael.Holder@jmfinn.com
Senior Investment Managerjonathan.holley@jmfinn.com
Senior Investment Managerneville.horn@jmfinn.com
Investment Assistantben.hudson@jmfinn.com
Head of Riskalison.jackson@jmfinn.com
Senior Investment ManagerMark.Jeffreys@jmfinn.com
Senior Investment Managersimon.jessel@jmfinn.com
Investment DirectorBruce.Johnson@jmfinn.com
Wealth Plannerclare.julian@jmfinn.com
Investment ManagerHarkesh.Kaul@jmfinn.com
Wealth Planning Assistantatticus.kidd@jmfinn.com
Investment Managermark.king@jmfinn.com
Investment Managerisabel.kwok@jmfinn.com
Investment Management Trainee laura.langton@jmfinn.com
Senior Investment ManagerKaren.Lau@jmfinn.com
Senior Investment ManagerMathew.Laws@jmfinn.com
Senior Investment Managermarcus.macintosh@jmfinn.com
Senior Investment Managerandrew.mann@jmfinn.com
Senior Investment Managerjonathan.marsh@jmfinn.com
Chief Financial Officerdominic.may@jmfinn.com
Investment Directormatthew.mceneaney@jmfinn.com
Business Development Managerbruce.mcIntosh@jmfinn.com
Investment AssistantDavid.Miller@jmfinn.com
Head of Wealth Planninganna.murdock@jmfinn.com
Senior Investment ManagerDavid.Murray@jmfinn.com
Investment DirectorDavid.Overy-Owen@jmfinn.com
Senior Investment Manageralasdair.pike@jmfinn.com
Investment Managertrudi.pinnell@jmfinn.com
Business Development Managerluke.powell@jmfinn.com
Head of Charitiesmark.powell@jmfinn.com
Investment Managergeorge.pullen@jmfinn.com
Investment Directorcharles.ramsay@jmfinn.com
Senior Investment ManagerSharon.Rayment@jmfinn.com
Dealer
Investment Directortom.rebbeck@jmfinn.com
Assistant ManagerAlison.Renshaw@jmfinn.com
Investment Managersam.richley@jmfinn.com
Investment Assistant edward.robinson@jmfinn.com
Investment Directoredward.rogers@jmfinn.com
Investment ManagerMark.Rowe-Ham@jmfinn.com
Head of Researchjohn.royden@jmfinn.com
Investment ManagerWilliam.Smyth-Osbourne@jmfinn.com
Senior Investment Managerben.stanton@jmfinn.com
Investment Assistantsam.statham@jmfinn.com
Chairmansteven.sussman@jmfinn.com
Managing Director, Cadelam
Wealth Planning Assistantashleigh.e.taylor@jmfinn.com
Head of Bristolstp@jmfinn.com
Senior Investment Managerjoanna.thomas@jmfinn.com
Investment Managerjames.thomas@jmfinn.com
Senior Investment ManagerStephen.Thornton@jmfinn.com
Senior Investment Managerhugo.till@jmfinn.com
Associatebrian.tora@jmfinn.com
Head of Marketingoliver.tregoning@jmfinn.com
Head of WinchesterSimon.Tufnell@jmfinn.com
Investment Directorpaul.tyndall@jmfinn.com
Senior Investment ManagerAndrew.Veitch@jmfinn.com
Investment DirectorEdward.deVereHunt@jmfinn.com
Investment Managerdaniel.vile@jmfinn.com
Senior Investment Managergary.wasson@jmfinn.com
Wealth Plannersimon.wong@jmfinn.com
Investment ManagerFreddie.Woodhead@jmfinn.com
Senior Investment Managermatthew.wookey@jmfinn.com
Investment Directorkim.woolmer@jmfinn.com
Senior Investment Managerstephen.wright@jmfinn.com
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