Sam Barty-King Email & Phone Number

I am an Investment Director at JM Finn and have been looking after investment portfolios on behalf of charities and private clients for over 15 years.As part of a team that manages in excess of £400m of assets we are privileged to work with a broad variety of charities including Livery, Educational, Religious, Children’s, Military, Hospice, Housing, Health, Disability and Animal, as well as grant making charities.Our investment management services appeal to charities of all sizes, and we are resolute in our focus on providing a personal service to all of our charities, no matter how large or small. Expanding on our private client heritage, we adopt a comprehensive, but flexible, approach to managing charitable assets via a highly consultative process which helps us achieve a charity’s investment objectives.Our team focus on five core disciplines:– Tailored portfolios constructed to meet a charity’s particular needs– High levels of personal service and communication– Robust investment process– Efficient and experienced in-house administration team– Commitment to trustees and their charitiesWe work with a number of trustees, individuals, solicitors and accountants providing expert investment management and advice. If you would like to hear more about our service and how we can help you reach your investment objectives then please feel free to message me, connect with me or view our web site www.jmfinn.com where you can find further contact details.

Listed skills include Portfolio Management, Investments, Wealth Management, and Trustee Training.