JM Finn News

More awards at JM FINN

JM Finn nominated for award again

We are delighted to announce that, for the third consecutive year, JM Finn has been nominated at the City of London Wealth Management Awards.

These awards, which are unique in that winners are determined by an online public vote, are designed to recognise and promote quality of service from Wealth Management companies and individuals.

Stephen Pinner, MD of Goodacre UK the company managing the Awards said: “Winning a City of London Wealth Management Award is significant proof of distinction for the best companies and individuals providing services for private investors. The fact that winners are determined by individual votes is a huge endorsement for all winners”.

Having won the award for the last two years we hope to make the hat-trick which would be an unprecedented testament to the quality of discretionary services that we offer.

Although these industry awards are a great endorsement of the success of our client proposition, the true testament to what we do is the level of client referrals we receive. 2017 was a strong year for JM Finn in terms of new business and the majority came from referrals from existing clients, which we regard as the ultimate praise.

Record-breaking row

Congratulations to the four young men who have broken the record for the fastest row across the Atlantic Ocean.

JM Finn was delighted to support the team of four in their bid to tackle the annual Talisker Whisky Atlantic Challenge. The Four Oarsmen, a team of four friends, set themselves the target of raising funds for two charities very close to their hearts: MIND, the mental health charity and Spinal Research.

The team, who always planned to compete at the very highest level, made the 3,000 mile crossing in the record time of 29 days and 14 hours, knocking nearly a week off the previous record. However, equally impressive was that they smashed their original fund raising targets to raise over £350,000 for their two chosen charities.

Battling 40 foot waves, sea sickness and chronic fatigue their motivation was to raise as much funds as possible but they soon realised they were going to beat their 40 day target time which encouraged them to push harder, resulting in a new world record – one that they say they are happy to see broken, as not one of them wants to row across an ocean again.

JM Finn to host 3rd investment conference

Following the success of our conference held in November, a third conference is being held on Monday 14th May at the Kia Oval.

Our inaugural conference was held in March 2017 at the Royal Institution where we gathered a variety of internal and external speakers, notably Kwasi Kwateng MP. We followed this with a second conference in November last year, which was themed around technology.

The presentations ranged from a global start up discussing the move to autonomous driving, a biotech company exploring the huge leap in progress that has been made and a tech fund manager exploring future growth opportunities in this space.

The feedback from all attendees was extremely positive so we’ve committed to hosting an annual conference, with the next one focused around the theme of structural change that is taking place around the world today and how this change could influence the investment decision-making process. We are gathering a range of renowned speakers to explore their area of expertise and share some insights into the opportunities and threats future change may create.

The event is open to all clients and we would welcome any friends and family who might also be interested. If you would like to attend or you know someone who would like an invitation, please let your investment manager know and he or she can provide you with further details.

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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