Growing your wealth

Discretionary portfolio management

Growing your wealth

Helping you grow your wealth

Growing your wealth is a common ambition for investors. Our personal service means your dedicated investment manager will build a bespoke portfolios designed to meet your objectives.

Whether you are starting out on your investment journey or are looking to change your investment manager, our award winning services can help you deliver your growth ambitions. 

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.

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020 7600 1660

Trust confidence and communication

Trust, confidence and communication

There are several core elements of delivering a superior portfolio management service, which form the basis of our client relationships:

  • Dedicated investment manager
  • Personalised service
  • Tailored to your individual circumstances
  • 24/7 access to your portfolio and documents
  • Face-to-face communication
More information

Managing your wealth requires many attributes, from clearly defined goals to sound advice and focussed investment research. But in our opinion, the over-riding element is a personal service.

What our clients say

I'm particularly satisfied with the thoroughness in which they deal with their admin, accounting and client relationship

Client survey feedback

Comprehensive solutions

As an investment manager, having a superb in house wealth planning proposition, allows us to offer comprehensive solutions for our clients that have distinctive investment requirements.

Andrew Cumming

Investment Director

Latest insights

Bond star Daniel Craig would rather give away his wealth to charity than to his daughters. Whatever your view, it is important to plan for it to ensure your wishes are fulfilled.

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.