Investing for your future

By simplifying the financial challenges that investors face, we aim to protect and nurture wealth across generations.

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About us

Delivering exceptional service

The results of our 2023 bi-annual client survey are in: 1,671 of our clients responded to tell us their thoughts – we’re proud to be able to share some of the excellent results here.

Don’t just take our word for it:
Client service excellence.
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We asked clients across all product types about their experience of JM Finn, and are pleased to say that a large majority of our clients say they are satisfied with their experience at JM Finn.

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Don’t just take our word for it:
How satisfied are clients with JM Finn’s service?
Slide image of How satisfied are clients with JM Finn’s service?

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Don’t just take our word for it:
Our clients trust us to deliver time and again:
Slide image of Our clients trust us to deliver time and again:

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Don’t just take our word for it:
We work hard to build relationships with clients – and this results in high levels of client trust:
Slide image of We work hard to build relationships with clients – and this results in high levels of client trust:

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Don’t just take our word for it:
High standards in client communication
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Don’t just take our word for it:
High standards in client communication
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Don’t just take our word for it:
An outstanding Wealth Planning team with consistently high satisfaction results
Slide image of An outstanding Wealth Planning team with consistently high satisfaction results

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Don’t just take our word for it:
High levels of client satisfaction in other areas of our Wealth Planning Service:
Slide image of High levels of client satisfaction in other areas of our Wealth Planning Service:

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Don’t just take our word for it:
Our clients are far more willing than the industry average to recommend us to others:
Slide image of Our clients are far more willing than the industry average to recommend us to others:

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Don’t just take our word for it:
Would our clients recommend us?
Slide image of Would our clients recommend us?

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Download the magazine

Download the magazine

Prospects Summer Issue Fifty One is available for online reading and download.

Recognition

An award winning service

We offer a high quality, personalised investment management service that aims to meet the individual demands of today's private and professional investors. Designed to help guide our clients through the increasingly complex investment world.

Just some of our awards:
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Demystifying Pensions

Demystifying Pensions

Are you prepared for your retirement? 

Download our pension guide

Insights
Insights
Equity markets buoyant despite global tensions

Investment Director Charles Bathurst-Norman covers the salient points from Q2 2025: Trump is pressuring the US Federal Reserve to cut rates, while tax rises in the UK appear to be on the cards.

Insights
How much do I need to retire? Top 5 tips

Wealth planner Luke Audritt explains the steps to take to check if your retirement and pension plans are on track.

Video
July market update: The impact of a weak dollar

Our July investment update video covers the effects of the weaker dollar and US current account and fiscal deficits.

What our clients say

I feel I am in very safe hands. I am kept informed and communication is excellent.  I feel the Firm has my back and I like and trust the people I deal with.  

Client survey feedback

Building a personal relationship

Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.

Lucy Coutts

Investment Director & Head of York

Where next?

Get in touch

Our team of experts are ready to discuss your financial future

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Why JM Finn?

With roots firmly established in private client broking, the ethos of investing to match an individual’s investment goals still prevails today.