Our many users will know the benefits of having a portal and recognise that our focus on our clients’ needs leads us to continue evolving our accessibility whilst ensuring we continue to innovate as needed. As a reminder, the key features of our portal are:
- Available on your desktop computer, laptop or download our app by searching “JM Finn” on Google Play or the App Store
- Secure log-in from your smart phone or tablet via biometric (if available) identity check
- View the current value of your portfolio
- Access transaction statement and cash statement
- View a consolidated holdings report, by family group or by individual portfolio
- Fraud alert function
- Send and receive secure messages with your Investment Manager
- Comprehensive Personal Library allowing for paperless reporting
- To register for access or to move to paperless reporting, please contact your investment manager
Senior investment manager joins JM Finn’s Winchester officeWe are delighted that Bill Tibbits has joined JM Finn, based in our Winchester office, which opened in September 2019.
Bill commented: “Having started my career at JM Finn, I am delighted to be coming back. I know the team well and am pleased that I will be able to continue offering clients a bespoke portfolio management service. Coupled with their wealth planning proposition, I can’t wait to introduce all my contacts to all we have to offer at JM Finn.”
Bill started his investment management career at JM Finn in 2004, before joining Singer and Friedlander, who were acquired by Williams de Broë in 2009, who in turn were acquired by Investec, where Bill has spent the last nine years.