Company intelligence
JM Finn
Personalised wealth and investment management services
About JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £11 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Cheltenham, York and Winchester.
Verified activity
Signals from JM Finn
6 published signals
Research & Knowledge
JM Finn's Head of Investment Office Jon Cunliffe was quoted on CNBC discussing the sell-off in global government bonds and the inflation regime.
Reported by JM Finn
Presence & Recognition
JM Finn is attending the Alresford Show on Saturday 5th September at the BCM Wilson Hill stand next to the Members’ Enclosure.
Reported by JM Finn
Research & Knowledge
JM Finn's Court of Protection team and Head of Wealth Planning Anna Murdock commented in Investors' Chronicle on financial considerations for managing finances for aging parents, including Lasting Power of Attorney and court approval for gifting.
Reported by JM Finn
Presence & Recognition
JM Finn featured Freddy Colquhoun on the Today programme on BBC Radio 4 covering rising oil prices, business costs, and the potential supply increase from Trump's Venezuelan deal.
Reported by JM Finn
Customers & Market
JM Finn's Court of Protection and Personal Injury team provides specialist financial advice and active investment management.
Reported by Tom Cheesman, Chartered FCSI
Research & Knowledge
JM Finn published an article examining ten global trends defining markets and investor portfolios by Jonathan Cunliffe, Head of Investment Office.
Reported by JM Finn