Our insights
JM Finn is proud to have been shortlisted in the 2022 Wealth Management Awards from the Good Money Guide.
Should investors hold their nerves as Ukraine tensions hit boiling point? Our resident commentator answers below.
James Godrich reviews the fund returns in the context of the long term performance, discusses the actions undertaken to achieve that and reminds us that our decision making can never be without flaw.
JM Finn recognise that a work-life balance is essential for employee growth, personal happiness and productivity. Read below to find out more about the partnership with Cityparents.
What makes a good investment strategy during uncertain times? Read below to see what Investment Manager Charles Bathurst-Norman is planning.
Are there better times ahead? We discuss tech stocks, inflation, Omicron and geopolitical tensions.
James Godrich provides insight into the performance of the CSI funds in Q4 2021, including his holdings in PayPal and Sage.
Inflation has been a buzzword in 2021. What does the inflation rate look like in the UK? What does this mean for the wider economy?
The firm’s Leeds office is shortlisted for Best Investment Team of the Year
Brian Tora provides insight into investment markets and an outlook for the rest of 2021.
JM Finn hosted a conference in-person and virtually, bringing together experts to educate our audience on a range of topics.
Although a buzzword of our time, Artificial Intelligence (AI), is not a new concept.
NFT is the hottest acronym on the art market right now, but what exactly is a Non-Fungible Token, and how is it disrupting the art collection and investment world?
There are a number of reasons as to why you may wish to settle assets in trust, but one of the most prominent is to protect family wealth and to look after the long term interests of family members.
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