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

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.

More information

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.

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.

Client survey feedback

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.

William Doe

Investment Director

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.