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.
Company Details
- Employees
- 314
- Founded
- -
- Address
- 25 Copthall Avenue, London,ec2r 7ah,united Kingdom
- Phone
- 2076001660
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- jmfinn.com
- 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, financial planning.
- HQ
- London
Jm Finn Questions
Jm Finn's helpline number is 2076001660
Jm Finn's website is jmfinn.com
Jm Finn's LinkedIn profile is https://uk.linkedin.com/company/jmfinn
Jm Finn has
314 employees.
View email and phone details for 314
employees at Jm Finn.
Jm Finn's industry is
Investment Management
Jm Finn's top competitors are
Rathbones,
Killik & Co,
Lgt Wealth Management,
Sarasin & Partners Llp,
Brooks Macdonald,
Rbc Brewin Dolphin,
Charles Stanley,
Ruffer,
Cazenove Capital,
Waverton Investment Management.
Jm Finn's categories are Investment Management
Jm Finn's founding year is 1946
