Investing to meet your goals

Managing your wealth

Investing to meet your goals

A service for your needs

Whether you are an experienced investor or looking to invest for the first time, our range of services can help you realise your ambitions. 

Having a dedicated investment manager as your primary point of contact ensures we can provide a personalised service, regardless of the size of your investment.

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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 wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.

What our clients say

Whether I wish to talk on the phone, leave a message on the web, pop into my local office, or arrange a meeting at home someone is always ready to help.

Client survey feedback

A dedicated investment manager. 

To us a personal service means one where we get to know you. Where you become our focus and we become one of your trusted advisers. 

Kim Woolmer

Investment Director

Latest insights

We spoke to Iona Garton, Senior Investment Manager at JM Finn on her career to date within financial services and her advice for others considering a career in the sector.

Food inflation, Northern Ireland protocol fallout and the upcoming budget have impacted markets.

It is never too late to start defining your financial goals. Paraplanner Uday Tuladhar makes some suggestions to the over 50s for improving their financial wellbeing.