020 7600 1660
  • Contact us
  • People
  • Careers
  • Document library
  • Client portal
Individuals
Bespoke wealth management

At JM Finn our success is built upon relationships, trust and word of mouth. Many of our clients have introduced us to members of their family to the extent that we often manage investment portfolios across multiple generations.

How we work
Our services
Portfolio management
Wealth planning
Inheritance tax portfolio service
Advisory Services
Managing your wealth
Growing your wealth
Safeguarding your wealth
Planning for your financial future
Managing your retirement income
Managing a windfall
Advisers
Advisers

We know that flexibility is key to helping financial advisers service their clients, so we have a range of investment solutions available to advisers, which leverage our award winning discretionary portfolio management services. The services listed here are for professional financial advisers only

 

Find out more
Multi-asset portfolios
Bespoke discretionary portfolio management
Inheritance tax (IHT) portfolio service
Managed portfolio service (MPS)
Tailored platform solution (TPS)
Charities
Solicitors & Accountants
Solicitors & Accountants

Becoming the trusted adviser requires trust and time to build a valued relationship. We can help professional advisers cement their role within their clients’ wealth affairs leveraging our long-standing experience as a trusted adviser ourselves.

Probate Service
Advising on your clients’ wealth
Managing your clients’ wealth
About us
About us

Our personalised approach to investment and wealth management draws on traditional client service values. We remain committed to placing an investment manager at the heart of all client relationships to ensure we continue treating each client individually.

Why JM Finn?
Our people
Why JM Finn?
History of JM Finn
Client service excellence
Awards
Our charities
Corporate Responsibility
Careers
Important information
Our partnerships
Our partnership with Affordable Art Fair
Our partnership with Ace of Blades
Our partnership with Tammy Beaumont
Our partnership with Surrey CCC
Our partnership with the Royal Academy of Arts
Contact us about partnerships
Insights
Contact us
People
Careers
Document library
Client portal
Login

What can we find for you?
Enter the terms you wish to search for
Please insert at least 3 characters

Speak to us
020 7600 1660
Other ways to contact us

Find us

Our London office:
25 Copthall Ave,
London EC2R 7AH

Find our other offices

Find the right expert

Search by name:

Type here to filter by name

Or tell us what service you need:

Type here to filter by name
  • Disclaimer
  • Privacy Policy
  • Cookie Policy
  • Terms & Conditions
  • Portal Terms & Conditions
  • Gender Pay Report
  • Order Execution
  • Complaints
  • CSDR
  • Research policy
  • Accessibility
  • IFPR Disclosure
  • Corporate Responsibility
  • Slavery trafficking disclosure
  • Custody Asset Information
  • Section 172 statement

Follow us

The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable guide to future returns.

 

JM Finn and JM Finn & Co are trading names of J.M. Finn & Co. Ltd which is registered in England and Wales with number 05772581. JM Finn’s Legal Entity Identifier (LEI) is: 2138005952US1BK73L88.

Registered office: 25 Copthall Avenue, London EC2R 7AH

J.M. Finn & Co. Ltd is authorised and regulated by the Financial Conduct Authority.

The information and services described on this website are not intended to be used by, or to be available to, persons accessing the website from outside the United Kingdom. In the event of a client having a complaint about our services we will do our best to resolve that complaint promptly to the client’s satisfaction. If we are unable to do so, the client may have the right to complain to the Financial Ombudsman Service. For further information see its website at www.financial-ombudsman.org.uk.

© 2025 J.M.Finn&Co.Ltd
5 reasons to choose JM Finn as your wealth manager
Find out more