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.
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
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.
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.
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The third quarter of 2020 showed glimpses of fear, greed, and much of what exists in-between.
There is a lot going on at the moment.
For the second year in a row, JM Finn has been awarded the Wealth Management Firm of the Year by MoneyAge.
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