Our insights
As part of our focus on providing a high quality, personalised investment service, we look to support our investment managers in their decision making when it comes to constructing client portfolios.
Meet Rebecca Barrett, Wealth Planner at JM Finn.
The latest message from JM Finn CEO Hugo Bedford in the autumn edition of Prospects magazine.
Amid ongoing elevated consumer prices, early signs are that a tough environment for traditional high street retailers continues despite Black Friday discounts.
Following the election win, Trump looks set to focus on three areas – tax, immigration and tariffs. Andrew Mann considers how these might impact the global economy.
Winner decided based on public voting and feedback from clients.
JM Finn’s Harkesh Kaul announced as Investment Director of the Year.
Our Wealth Planning team cover some of the key points you need to know on estate planning – including the impact of the Autumn Budget.
Head of Investment Office Jon Cunliffe on the possible implications of Trump gaining control of the House of Representatives in addition to his election win and the Senate.
Investment Director Andrew Mann considers the Budget's impact on small businesses and interest rates.
JM Finn’s Head of Investment Office Jon Cunliffe and Associate Wealth Planner Charles Barrow dissect the Budget’s impact on the economy and personal finances.
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the latest market update.
Manager of JM Finn’s Inheritance Tax Portfolio Service, Andrew Banks, suggests that the announcements about Business Relief in the Autumn budget are positive for smaller companies.
Investment Director Lucy Coutts and Head of Wealth Planning Anna Murdock offer their initial opinion of the Autumn Budget.
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