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.
Managing your clients’ investments
Portfolio management services
Meeting your clients’ needs
Our award-winning portfolio management services are designed to help our clients fulfil their financial ambitions.
With investment management services on a discretionary and advisory basis, our investment expertise is tailored to meet each individual client’s 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
Flexible investment management
Award-winning investment services
- Dedicated investment manager
- Discretionary portfolio management
- Advisory portfolio management
- Unitised multi-asset portfolios
What our clients say
The combination of good independent financial advice and investment advice is invaluable. Most firms really only offer one or the other.
Your investment partner
Our investment services can help your clients realise their goals
JM Finn hosted a conference in-person and virtually, bringing together experts to educate our audience on a range of topics.
Carole Annett of Country & Town House magazine offers simple, practical ideas to turn your home into a castle
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.