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We have offices in London, Winchester, York, Bristol and Bury St Edmunds. Our wealth planning team can help create a tailored plan today.
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  • Why JM Finn?

    With roots firmly established in private client broking, the ethos of investing to match an individual’s investment goals still prevails today.

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  • Get in touch

    Our team of experts are ready to discuss your financial future

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Webinar video: Optimising your retirement planning

In our latest webinar, Anna Murdock, Head of Wealth Planning and Simon Wong, Senior Wealth Planner cover the key points to know on pensions and retirement planning.

The benefits of investing into ISAs

Launched in 1999, this spring marks the quarter century milestone since the Individual Savings Account (ISA) was first introduced in the UK, superseding the Personal Equity Plan. We take a look at…

Five ways to try to prepare for inheritance tax

Andrew Banks, Manager of JM Finn’s Inheritance Tax Portfolio Service, discusses the reasons for the sharp rise in people being liable for inheritance tax and discusses five potential ways you could…