Whatever your reasons for investing, we aim to make the process as easy as possible so you do not have to worry about it. This allows our clients to nurture their passions and interests safe in the knowledge that their wealth is in our expert care.
Managing a windfall
Discretionary portfolio management
Managing a windfall
Discretionary portfolio management
Whether you have recently inherited a sum of money or just sold your business or had your first bonus, knowing how to invest your new windfall can be tricky.
Our personalised service means that no matter what your plans for the money are, we will work with you to help you reach your goals.
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.
Call us on...
020 7600 1660
Trust, confidence and communication
There are several core elements of delivering a quality 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
Is this right for me?
Knowing where to invest new-found wealth can be tricky. Our investment managers can help you on your financial journey.
Your current arrangements are not suitable for a larger investment. Call us to learn how we may differ from other investment managers.
You want access to a dedicated investment manager. Our personalised services are designed to meet your unique wealth ambitions.
What our clients say
I am very grateful for all the help I am given, as I am not an expert on financial affairs, and everything is explained to me so that I understand it.
A dedicated investment manager
Having dedicated investment managers as your point of contact helps those clients who are not experienced in investing to understand their portfolios.
Latest insights
Wealth management firm JM Finn is sponsoring the Ace of Blades rowing team, who will be completing the Atlantic Row later this year.
Brian Tora provides insight into current factors impacting markets and investment decisions.
JM Finn, lead sponsor of the Ace of Blades rowing team sat down with the crew to learn more about their lives, jobs, and incentives for attempting the 3000-mile row.