Getting out and about

It has been with a sense of relief that we have been able to see our clients in person again, some having not been met physically for over two years.

To help continue developing the relationships we have also been delighted to resume our program of events and we hope to see as many clients as possible during the course of the year.

We would particularly welcome the opportunity to showcase our new headquarters to any client who might find themselves in London.

Managing your wealth

Managing your wealth

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.

Also in this issue

We met the companies below and you can learn more on any of these by contacting the person at JM Finn with whom you usually deal.

There are a variety of options when it comes to funding long-term care and they are often far from straightforward. Wealth planner, Atticus Kidd, explains this specialised area of insurance that…

We are proud to announce that JM Finn has won several important industry awards in 2022, providing an important testament to the hard work of our staff over the last few years.

Summer Issue Thirty Nine