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.
Investing to meet your goals
Managing your wealth
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.
Get in touch
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Call us on...020 7600 1660
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.
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.
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.
Mark Powell, head of Charities at JM Finn, discusses why such excitement surrounding inflation has arisen, and a possible outcome.
JM Finn hosted a virtual conference in May, bringing together some experts to share their insights.
Meet Isabel, Investment Manager at our Bristol office. In this video she provides her insight on the biggest challenges for the firm and the growing interest in Environmental, Social and Governance…