JM Finn Winchester
Our newest office is located on Walcote Place, a short walk from Winchester Station. We will have five investment managers based here looking after portfolios on behalf of private clients, charities and trusts via our personalised approach to portfolio management.
As investment specialists, we focus on managing investment portfolios across a range of structures, including Pensions (SIPPs & SSASs), ISAs, Trusts and Offshore Bonds.
We work closely with third party advisers who can help our clients determine how best to structure their investment portfolios.
Branch head: Simon Tufnell