At JM Finn our success is built upon relationships, trust and word of mouth. Many of our clients have introduced us to members of their family to the extent that we often manage investment portfolios across multiple generations.
We know that flexibility is key to helping financial advisers service their clients, so we have a range of investment solutions available to advisers, which leverage our award winning discretionary portfolio management services. The services listed here are for professional financial advisers only
Becoming the trusted adviser requires trust and time to build a valued relationship. We can help professional advisers cement their role within their clients’ wealth affairs leveraging our long-standing experience as a trusted adviser ourselves.
Our personalised approach to investment and wealth management draws on traditional client service values. We remain committed to placing an investment manager at the heart of all client relationships to ensure we continue treating each client individually.
Despite ostensible issues with governance, capital allocation and succession planning, many public family owned companies surpass the average performance of their respective industries, writes Nina…
As families are becoming more global, implementing a currency plan to mitigate against the effects of exchange rate fluctuations is increasingly important, writes Henry Wilkes, Head of Private Client…
10,000 words per minute. That’s the speed at which Google Bard read the text across the JM Finn website and various Prospects issues.
Like many people, you may have worked in multiple jobs with various pension schemes run by different providers.
When Intuitive was founded in California in 1995, the field of robotic-assisted surgery (RAS) was conceived.
Thanks once again to everyone who completed the survey on preferences for Prospects magazine and wider communications from JM Finn which we included with our summer edition.
A spotlight on three of the companies we’ve met during the past quarter. We met or spoke with the companies below and you can learn more on any of these by contacting the person at JM Finn with whom…
Michael Law, Paraplanner at JM Finn delves into the possible circumstances where purchasing an annuity may be beneficial, and explains why annuity sales are currently elevated.
The global clean energy industry has experienced rapid growth over the past decade, driven by governmental and corporate commitments to environmental and sustainability initiatives. Over time, these…
As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.
Glossary of key terms for this issue
To support our investment process, we have a dedicated research team who continually meet with companies in person to assess their suitability for investment.
Sir John Royden explains ‘term premiums’ in bonds – and how the JM Finn research team use them as a barometer to spot potential opportunities in corporate and government bonds.
You might well have heard your Investment Manager referencing ‘valuation multiples’ when discussing your investments.
After a tremendous 26 years at JM Finn, our Chairman, and former CEO, Steven Sussman retires at the end of this year.
Investment Director and Head of York, York Office
2023 stands out as another difficult year for investment markets and the wider economy. Since our last edition of Prospects, markets have continued to display the kind of volatility that has typified…
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