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.
Investment Management TraineeEmail Sam
Head of YorkEmail Andrew
ManagerEmail Rebecca
Senior Investment ManagerEmail Scott
Senior Investment ManagerEmail Andrew
Investment DirectorEmail Michael
Investment DirectorEmail Christopher
Investment DirectorEmail Steve
Investment DirectorEmail Sam
Investment DirectorEmail Charles
Investment ManagerEmail Ben
Chief Executive OfficerEmail Hugo
Non-Executive Director
Research Assistant
Senior Investment ManagerEmail Susannah
Research Analyst
Head of Dealing
Senior Investment ManagerEmail Michael
Secretary/Desk AssistantEmail Suzanne
Investment DirectorEmail Toby
Investment DirectorEmail Howard
Investment DirectorEmail Freddy
Investment ManagerEmail Brendan
Senior Investment ManagerEmail Antonia
Investment DirectorEmail Roger
Investment DirectorEmail Lucy
Senior Investment ManagerEmail Dominic
Assistant Investment ManagerEmail Charles
Investment DirectorEmail Andrew
Portfolio Risk Analyst & Deputy Head of Bury St EdmundsEmail Pamela
Investment DirectorEmail Edward
Senior Marketing ExecutiveEmail Katie
Investment DirectorEmail William
Senior Investment ManagerEmail Tony
Senior Investment ManagerEmail Dominik
Head of Investment ManagementEmail Paul
Investment DirectorEmail John
Investment Analyst (Funds)Email Nina
Senior Investment ManagerEmail John
Senior Investment ManagerEmail Ivan
Manager, IM Support, CharitiesEmail Alison
Senior Investment ManagerEmail Alan
Senior Investment ManagerEmail Iona
Investment DirectorEmail Ben
Fund ManagerEmail James
Investment Director & Head of Bury St EdmundsEmail Jonathan
Assistant Investment ManagerEmail Samantha
Investment DirectorEmail Clare
Investment DirectorEmail Alexander
Senior Investment ManagerEmail William
Manager, IM SupportEmail Lucy
Investment ManagerEmail Stewart
Senior Investment ManagerEmail David
Desk Assistant/Office ManagerEmail Ruth
Senior Investment ManagerEmail Jonathan
Investment DirectorEmail Neville
Investment AssistantEmail Ben
Head of RiskEmail Alison
Senior Investment ManagerEmail Mark
Senior Investment ManagerEmail Simon
Investment DirectorEmail Bruce
Investment ManagerEmail Sam
Wealth PlannerEmail Clare
Investment ManagerEmail Harkesh
Compliance DirectorEmail Melanie
Investment AssistantEmail Dominic
Wealth PlannerEmail Atticus
Investment ManagerEmail Mark
Investment ManagerEmail Isabel
Investment ManagerEmail Laura
Senior Investment ManagerEmail Karen
Senior Investment ManagerEmail Mathew
Assistant ManagerEmail Charlotte
Senior Investment ManagerEmail Marcus
Chief Financial OfficerEmail Dominic
Investment DirectorEmail Matthew
Head of Human ResourcesEmail Gary
Investment AssistantEmail David
Head of Wealth PlanningEmail Anna
Investment AssistantEmail Jamie
Investment DirectorEmail David
ManagerEmail Chloe
Investment ManagerEmail Trudi
Head of Charities & Head of LondonEmail Mark
Senior Investment ManagerEmail George
Senior Investment ManagerEmail Sharon
Dealer
Investment DirectorEmail Tom
Assistant ManagerEmail Alison
Assistant Investment ManagerEmail Edward
Desk Assitant
Head of Research
COO, Investment ManagementEmail Barry
Investment ManagerEmail William
Senior Investment ManagerEmail Ben
ChairmanEmail Steven
Managing Director, Cadelam
Head of BristolEmail Simon
Investment ManagerEmail James
Senior Investment ManagerEmail Joanna
Email James
Senior Investment ManagerEmail Stephen
Investment DirectorEmail Bill
Investment DirectorEmail Hugo
AssociateEmail Brian
Head of MarketingEmail Oliver
Head of WinchesterEmail Simon
ParaplannerEmail Uday
Investment DirectorEmail Paul
Secretary/Desk AssistantEmail Ann
Investment ManagerEmail Daniel
Senior Investment ManagerEmail Gary
Senior Wealth PlannerEmail Simon
Investment ManagerEmail Freddie
Senior Investment ManagerEmail Matthew
Investment DirectorEmail Kim
Our London office:25 Copthall Ave,London EC2R 7AH
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