JM Finn
JM Finn is a UK wealth management firm offering personalised investment management and wealth planning, built on trust, long term relationships and a dedicated investment manager as a point of contact. 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. And 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. This combination of expertise allows our clients to focus on their passions, knowing their wealth is in good hands.
Asset under management
£12.5 billionEstablished
1946Employees
325Private client
80Min. Account size
£100k
Financial Planning
Our Wealth Planning service will structure your finances to achieve your goals wherever you are in your investment journey, through personal financial advice and financial planning. Our certified personal financial advisers can do this as a one-off exercise or on a long-term regular basis. We don’t insist on an annual review, believing that advice doesn’t change unless your personal circumstances have changed, which is why our clients value our services, knowing they can call on them when they need them, rather than pay for them, when they don’t. We can help individuals, trustees and businesses.
Investment Management
We specialise in discretionary portfolio management – this means we will invest on your behalf to try to meet your financial objectives. We will be fully accountable for running your investments, so you don’t have to worry about making investment decisions yourself. Our robust approach to investment allows you to go about your daily life safe in the knowledge that your financial future is being overseen by our professionals. With a sound risk-based approach at the heart of our services, we will manage your investment in line with your circumstances and capacity for risk.
Start the journey to your financial well-being
