In this video he provides insight into how the firm has changed since he joined in 2007, what the rest of 2025 may hold for investors, how JM Finn works to meet the needs of investors in the local area and his goals for the rest of the year.

 

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.

Bespoke Discretionary Portfolio Management

Discretionary Portfolio Management


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