What is it?
JM Finn’s Investment Management Service offers a pooled approach to investing - meaning your money is collectively invested with money from other investors into a fund, which is managed by JM Finn’s fund managers.
There are three portfolios to choose from, depending on your attitude to, and capacity for, taking risk.
Who is the service most suitable for?
For clients with straightforward investment needs, the Investment Management Service is likely to be the best option. It is suitable for a wide range of clients, including private clients, trusts, charities or SIPPs, and can be used for many different types of investments – such as a cash lump sum, pension or transfer of an existing portfolio that doesn’t have any pre-existing tax liabilities.
Enhanced buying power
Pooled investing is often much more cost effective than running an individually tailored portfolio. Investing in the fund can provide greater buying power than if you were investing alone.
Diversification
By investing in the Investment Management Service, you can invest in a wider, more diversified spread of assets than if you invested alone. This usually means that the risk is lower because if any asset underperforms, the overall effect on the portfolio’s performance is much lower.
Robust investment process
You will receive the benefit of a highly rigorous investment process, overseen by multiple teams around the firm: Our investment team continually seek out investment opportunities, regularly meeting with companies around the world to assess their viability for investment.
Tax-efficient
Buying and selling individual stocks within the fund does not attract any Capital Gains Tax.
A dedicated Investment Manager
We don’t use call centres. Your trusted adviser will be your main point of contact –always be on hand whenever you need to speak to them.
Our latest market update video
We provide regular commentary on the Investment Management Service and wider economy across different formats. Click the video to watch our most recent video update.
We offer a range of three risk strategies, which differ from each other by the amount of exposure they have to four core asset classes, to help you understand the investment outcome you might expect based on the level of risk you take. Our primary measure of risk is determined by your portfolio's exposure to equity investments; generally, the more equity exposure, the higher the risk, and of course, the higher the potential for greater returns.
Wealth Planning
As a client of the Investment Management Service, you’ll have access to the benefit of our highly-rated Wealth Planning Service*. Offered on a no-obligation basis, our Wealth Planning team can help guide you through many financial challenges, working with your investment manager and external third parties to review your financial situation and develop an appropriate strategy.
*Our Wealth Planning Service is chargeable on a separate basis.
More information
To learn more about our Investment Management Service please download a copy of the Investment Management Service brochure, Investment Strategies and Risk brochure.
Investment Risk and Strategies Guide