Autumn 2019

Winchester office now openOur latest regional office was opened on the 2nd September in Winchester, Hampshire

Winchester office now open

Our latest regional office was opened on the 2nd September in Winchester, Hampshire. With five investment managers now in situ looking after £700 million on behalf of their clients, the team is led by investment director, Simon Tufnell. 

The office is very conveniently located just off the High Street at 4 Walcote Place, a short walk from the station.

We have been considering the need for a central southern hub and whilst many of our clients are still keen to come to see us in London or like to be visited at home there’s definitely a shift in working patterns – such that the younger generations tend to be more likely to be working a few days at home and that’s when they have indicated they’d like to come and deal with their financial affairs - when they’re in London they want to be 100% focussed on their work. But more importantly, as a firm that prides itself on the personal service it offers and still affords, having an office close to clients can result in significant efficiencies allowing us to conduct client visits without spending too much time out of the office. And of course, thanks to technology being based in a regional office does not compromise the opportunities to meet with companies or participate in internal meetings. 

We hope in due course that JM Finn will become the wealth manager of choice for investors in Hampshire and neighbouring counties looking for a personal service, just as we have become in Suffolk thanks to our location in Bury St Edmunds.        

JM Finn nominated for 'Wealth Management Firm of the Year'

We are delighted to have been nominated for another award. The MoneyAge awards look to celebrate the excellence, innovation, and professionalism in the ever expanding and innovative personal finance space. JM Finn have been shortlisted for the Wealth Management Firm of the Year, with the winners being announced on the 10th October. 

The UK consumer finance space is expanding at a fast rate as banks, building societies, savings and investment providers, mortgage companies and personal finance specialists continue to innovate. 

MoneyAge is a media firm that addresses these changes and provides the financial services sector with timely news and in-depth analysis to help guide their advice and decisions.


An evening with Alice Roberts – Digging into Britain’s Past

As part of her exclusive sell-out tour, Alice shared some insights, anecdotes and behind-the-scenes stories from her personal journey to explore Britain’s past, with footage from her programmes and excerpts from her books. 

The event, sponsored by JM Finn, was held at the Garden Rooms at Tennants Auctioneers in Leyburn, Yorkshire on the 26th June. Alice is an academic, writer and broadcaster, interested in the structure of humans, how we function, and our place in the wider environment. Having presented seven series of Digging for Britain, sharing new archaeological discoveries from across the UK on BBC Four, and having explored the history of our towns and cities in Britain’s Most Historic Towns on Channel 4 – she will be back with a second series in 2019. 

The talk by Alice Roberts will be followed by a similar event featuring Lucy Worsley on the 24th October. If you are interested in attending please contact your investment manager.


Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

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As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.

Autumn Issue Twenty Eight