Looking after your wealth

Helping you to fulfil your dreams

Looking after your wealth

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. 

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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

comprehensive wealth management

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.

More information

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.

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.

Client survey feedback

Building a personal relationship  

Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.

Lucy Coutts

Investment Director

Latest insights

There has been a remarkable dearth of hard news in recent weeks. It’s not that nothing is going on – rather that such stories as hit the headlines are having little impact on investor sentiment.

With the tax year end fast approaching and many allowances offered on a ‘use-it-or-lose-it basis’, now is the time to consider implementing smart financial planning strategies, both now and going…

Meet Antonia, Senior Investment Manager at our Leeds office. In this video she provides her insight on the biggest risks for investors and how she's adapted to fulfill her client's needs since…