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.
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
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020 7600 1660Comprehensive wealth management
Our wealth planners offer specialist advice tailored to your clients’ individual needs, based around four specific wealth areas:
- Retirement planning
- Wealth structuring
- Protection
- 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
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Chartered Financial Planners from the JM Finn Wealth Planning team give an overview of the choices available to Junior ISA (JISA) account holders when they turn 18.
In you hold a self-invested personal pension (SIPP), when you reach the age of 55 you will have numerous options available to you to access it. This article explores those choices and the possible…