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.
Tel: 020 3207 3435
Joined JM Finn: 2000
There is a lot going on at the moment.
James Godrich reviews the portfolios within the Coleman Street Investment service.
The news that the Chancellor of the Exchequer has found it necessary to cancel the autumn budget underscores the difficult situation in which we find ourselves.
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