JM Finn Company Profile, Contacts & Intelligence

Investment Management7ah, United Kingdom314 employeesFounded 1946
4 contacts with email or phone data4 with email data1 with phone data
View verified contacts Compare competitors
Employees
314
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
8
Mapped contact coverage

JM Finn Overview

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 £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, York and Winchester.

Headquarters
7ah, United Kingdom
Website
jmfinn.com
Industry
Investment Management
Founded
1946
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Personalised Investment Services Discretionary Portfolio Management Private Clients Charities Professional Intermediaries Wealth Planning Retirement Planning Pensions Inheritance Tax Planning Savings AIM Investing Estate planning

JM Finn Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 1 with phone data in the visible sample.
8 departments represented
Visible contacts with email or phone data are mapped to these departments.
23 company-domain emails
Visible contacts using JM Finn's company email domain.
Executive
7
General
6
Sales
3
Finance
2
IT
2
Operations
1

JM Finn People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

R
Robin Ward
E
S
Sir John Royden
Head of Research at Jm Finn ~
EP
M
Mark Haines
E
A
Andrew Cumming
Private Client Investment Director
E

JM Finn Workforce Composition

Seniority breakdown across 36 visible profiles.

Manager
14
Individual contributor
11
Director
7
VP / Head
4

JM Finn Technology & Talent

Technology-related job titles represented in the visible people data.

Data / AI
2

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