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.
Assistant Investment ManagerEmail Sam
ManagerEmail Rebecca
Senior Investment ManagerEmail Scott
Investment Manager Email James
ParaplannerEmail Joshua
Senior Investment ManagerEmail Andrew
Investment DirectorEmail Michael
Investment DirectorEmail Christopher
Investment DirectorEmail Steve
Wealth Planner
Investment DirectorEmail Sam
Investment DirectorEmail Charles
Investment ManagerEmail Ben
Chief Executive OfficerEmail Hugo
Compliance Director
Chairman
Research Analyst
Desk AdministratorEmail Rebekah
Head of Dealing
Senior Investment ManagerEmail Michael
Non-Executive Director
Investment DirectorEmail Toby
Investment DirectorEmail Howard
Investment DirectorEmail Freddy
Senior Investment ManagerEmail Antonia
Investment Director & Head of YorkEmail Lucy
Senior Investment ManagerEmail Dominic
Investment ManagerEmail Charles
Investment DirectorEmail Andrew
Head of Investment Office
Portfolio Risk Analyst & Deputy Head of Bury St EdmundsEmail Pamela
Investment ManagerEmail Adam
Investment DirectorEmail Edward
Investment DirectorEmail William
Senior Investment ManagerEmail Tony
Senior Investment ManagerEmail Dominik
Assistant Investment ManagerEmail Leila
Head of Investment ManagementEmail Paul
Investment DirectorEmail John
Fund ManagerEmail Nina
Relationship Director, CharitiesEmail Rorie
Senior Investment ManagerEmail Ivan
Manager, IM Support, CharitiesEmail Alison
Wealth Planning AssistantEmail Elizabeth
Senior Investment ManagerEmail Iona
Investment DirectorEmail Ben
Fund ManagerEmail James
Investment Director & Head of Bury St EdmundsEmail Jonathan
Investment ManagerEmail Samantha
Investment DirectorEmail Alexander
Senior Investment ManagerEmail William
Chief Operating Officer
Manager, IM SupportEmail Lucy
Trainee Investment ManagerEmail George
Senior Investment ManagerEmail David
Desk Assistant/Office ManagerEmail Ruth
Senior Investment ManagerEmail Jonathan
Investment DirectorEmail Neville
Senior Investment Manager Email Ei May
Head of RiskEmail Alison
Senior Investment ManagerEmail Mark
Senior Investment ManagerEmail Simon
Investment DirectorEmail Bruce
Investment ManagerEmail Neil
Wealth PlannerEmail Clare
Senior Investment ManagerEmail Harkesh
Investment AssistantEmail Dominic
Investment ManagerEmail Mark
Investment ManagerEmail Isabel
Investment ManagerEmail Laura
Investment DirectorEmail Karen
Senior Investment ManagerEmail Mathew
Marketing ManagerEmail Carrie
Manager, IM SupportEmail Charlotte
Investment DirectorEmail Marcus
Investment AssistantEmail Michael
Chief Financial OfficerEmail Dominic
Investment DirectorEmail Matthew
Head of Human ResourcesEmail Gary
Investment AssistantEmail David
Head of Propositions and Investment SupportEmail Catherine
Head of Wealth PlanningEmail Anna
Investment DirectorEmail David
ManagerEmail Chloe
Senior Investment ManagerEmail Trudi
Head of Charities & Head of LondonEmail Mark
Desk AdministratorEmail Victoria
Senior Investment ManagerEmail Sharon
Dealer
Investment DirectorEmail Tom
Investment ManagerEmail Sam
Investment ManagerEmail Edward
Assistant Investment Manager
Head of Research
Trainee Investment ManagerEmail Oliver
Senior Investment ManagerEmail Ben
Assistant Research Analyst
Managing Director, Cadelam
Head of BristolEmail Simon
Senior Investment ManagerEmail Joanna
Investment ManagerEmail James
Desk AssistantEmail James
Investment DirectorEmail Bill
Investment DirectorEmail Hugo
Head of MarketingEmail Oliver
Head of WinchesterEmail Simon
ParaplannerEmail Uday
Investment DirectorEmail Paul
Secretary/Desk AssistantEmail Ann
Senior Investment ManagerEmail Daniel
Senior Investment ManagerEmail Gary
Senior Desk AssistantEmail Kelly
Senior Wealth PlannerEmail Simon
Senior Investment ManagerEmail Freddie
Senior Investment ManagerEmail Matthew
Investment DirectorEmail Kim
Our London office:25 Copthall Ave,London EC2R 7AH
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