JM Finn

JM Finn

Investment Management 7ah, United Kingdom 314 employees
Employees
314
Contacts
4
Emails
4
Phones
1
jmfinn.com LinkedIn

JM Finn Overview

Headquarters
7ah, United Kingdom
Phone Number
Available in AeroLeads
Website
jmfinn.com
Industry
Investment Management
Employees
314
Founded
1946
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Keywords
Personalised Investment Services Discretionary Portfolio Management Private Clients Charities Professional Intermediaries Wealth Planning Retirement Planning Pensions Inheritance Tax Planning Savings AIM Investing Estate planning

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 £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.

JM Finn Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
1
25.0% coverage

JM Finn Org Chart

Sample employees and titles
Name Title Contact
Robin Ward
Email
Sir John Royden Head of Research at Jm Finn ~
Email Phone
Mark Haines
Email
Andrew Cumming Private Client Investment Director
Email

Employees by Management Level

Manager 14 profiles
Individual contributor 11 profiles
Director 7 profiles
VP / Head 4 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 7 7 0
General 6 6 0
Sales 3 3 0
Finance 2 2 1
IT 2 2 0
Operations 1 1 0

JM Finn Tech Stack

Data / AI 2 profiles

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