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.
Looking after your wealth
Helping you to fulfil your dreams
A service for your needs
We aim to meet the demands of today's investors with our commitment to offering a personal approach to portfolio management, where your individual wealth requirements are our primary concern.
Being able to integrate our wealth planning expertise with our high-calibre investment management heritage ensures JM Finn can provide an appropriate service for your needs.
How can we help you?
Our comprehensive wealth management capabilities enable us to help clients at any stage of life, whether just starting out as an investor or looking to optimise your pension assets or maximise a legacy for the next generation.
Whether you want to invest for long term growth or to provide an income, our investment expertise can help you navigate the markets to meet your goals.
Our wealth planners can review your affairs to ensure you are maximising tax allowances, such as pensions and trusts, either as a one-off exercise or as part of an ongoing review service.
What our clients say
It is good to have a named person who knows who I am without having to consult a computer screen first - this is why I left my previous manager.
Building a personal relationship
Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.
Christmas week hardly got off to a promising start for our stock market, but a modest recovery saw much of the damage repaired, though sentiment remained fragile.
JM Finn hosted a virtual conference in December, bringing together some experts to share their insights.