From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.
Advising on your clients’ wealth
Wealth management services
Meeting your clients’ needs
Advising on your clients’ financial affairs can complement your advice to enhance your role as the trusted adviser.
Our wealth planning service can provide appropriate solutions which may help your clients on their financial journey, either as a one-off exercise, such as reviewing your pension provision, or they can be engaged on a longer term basis to provide ongoing advice as part of our Regular Review Service
Get in touch
If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.
Call us on...020 7600 1660
Comprehensive wealth management
Our wealth planners offer specialist advice tailored to your clients’ individual needs, based around four specific wealth areas:
- Retirement planning
- Wealth structuring
- Estate planning
What our clients say
The combination of good independent financial advice and investment advice is invaluable. Most firms really only offer one or the other.
Your investment partner
Our investment services can help your clients realise their goals
Mark Powell, head of Charities at JM Finn, discusses why such excitement surrounding inflation has arisen, and a possible outcome.
JM Finn hosted a virtual conference in May, bringing together some experts to share their insights.
Meet Isabel, Investment Manager at our Bristol office. In this video she provides her insight on the biggest challenges for the firm and the growing interest in Environmental, Social and Governance…