Financial Advisors

Bespoke Discretionary Portfolio Management

Meeting your demands

Whatever your client’s investment goals, be it growth, income or a combination of the two, our Discretionary Portfolio Management service can make investing in the stockmarket simpler. Using our expertise, we will manage a portfolio with the individual investment objectives in mind, allowing you to focus on the other aspects of your client’s wealth.

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Discuss our services with an expert at JM Finn

020 7600 1660

Key features

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Direct investing

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Long term approach

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Tailored to client’s specific goals or constraints

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Supported by focused research

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Flexible and reactive investing

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Suitable for ISAs, SIPPS, Bonds and other tax wrappers

More information

Our investment philosophy has been shaped by our long term experience of investing on behalf of private clients, leading us to adopt a long term, conservative attitude to investing.

Many of our clients see long term capital preservation as an important investment objective, with the aspiration that investment in stock markets could provide returns in excess of bank rates and/or inflation but in the knowledge that returns cannot be guaranteed in an uncertain world.

Our portfolio management services are built primarily around a selection of individual stocks, bonds and funds designed to meet your client’s individual investment requirements, underpinned by a focus on first hand and detailed research of the underlying investments.

Each year we meet with an extensive range of well-established UK PLCs which allows us to appraise the individual company in addition to giving an invaluable insight into the industry, sector and wider economic picture. This first-hand information fosters a better level of understanding and assists our investment managers in managing portfolios.