10 September 2019

Best Wealth Management Firm UK 2019

JM Finn contradicts the “bigger is better” philosophy; aiming to be the best — not the biggest, winning Best Wealth Management Advisory Firm UK at the latest cfi.co awards.


The Cfi.co wrote "JM Finn focuses on structuring and managing portfolios to meet each investor’s needs, and delivering solid long-term performance allowing for adaptability and responsiveness. Continuity is a key theme for the firm, and the low turnover and long tenure of staff has enabled it to cultivate client relationships that have endured generations. Even the CEO, who has been with the company since 1997, is considered a newbie in an establishment that has a 70-year-plus history of employee engagement and retention.

Each JM Finn investment manager takes personal responsibility for client wealth strategies, soliciting regular feedback to determine direction and deliver rapid response and execution times. JM Finn has invested in infrastructure and technology over the years to give the firm, and its clients, a stable footing in the world’s constantly evolving financial markets.

Its roots lie in private client broking, with expert investment managers delivering superior service and building relationships built on trust. Families have relied on JM Finn over generations to manage investment portfolios. Trust and success invariably translate to good word-of-mouth references, and JM Finn clients have reliably recommended the firm to others."

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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