Our insights
Have you thought about gifting to charities – and what might be the best way to go about it? Chris Thurlow explains why charitable trusts can offer a rewarding and tax-efficient way to maximise the…
Sir John Royden, Head of Research at JM Finn, gives an overview of cashflow matching.
The modified duration (“MD”) of a bond is a measure which describes the relationship between a bond’s price and interest rates.
As the UK government has recently launched its new online state pension checker tool, Ryan Gordon reminds us of the April 2025 deadline to ‘top up’ missing National Insurance years dating back to…
Following the opening of our York office in 2023, JM Finn is now proud to partner with the York Art Gallery through sponsorship of the National Treasures exhibition.
Glossary of key terms for the Summer 2024 edition of Prospects.
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.
A spotlight on three of the companies we’ve met during the past quarter. We met or spoke with the companies below and you can learn more on any of these by contacting the person at JM Finn with whom…
William McCubbin, Assistant Research Analyst at JM Finn looks at luxury group LVMH in depth.
Investment Director Andrew Mann analyses the possible effects of a new government on investors and the different sectors comprising the UK investment environment.
An update on mined commodities and the mining sector from Olivia Markham, Co-Portfolio Manager of BlackRock World Mining Trust.
Meet Harkesh Kaul, Senior Investment Manager at JM Finn. Harkesh is based in JM Finn's London head office.
The latest message from JM Finn CEO Hugo Bedford in the summer edition of Prospects magazine.
In our latest webinar, Anna Murdock, Head of Wealth Planning and Simon Wong, Senior Wealth Planner cover the key points to know on pensions and retirement planning.
If you like this article, follow us for more insights.
To receive more content like this subscribe today.