Needing more time with your investment manager?
JM Finn investment management and wealth planning services
It could be time to change to a new provider
The wealth management industry is undergoing a period of unprecedented change. Many of the biggest firms have recently merged or acquired smaller providers – and you might be left wondering if your current wealth manager is still truly focusing on you and your needs as an investor.
While bigger firms can generate bigger returns for their own shareholders, this can mean they are less able to be flexible in tailoring their investment strategies for you as an individual. Mergers and acquisitions also bring bureaucracy, admin and new internal processes, all of which can distract investment managers. If you feel your investment manager is no longer giving you the high level of service you deserve, it could be time to move your portfolio to JM Finn.
Why should I switch to JM Finn?
Our commitment at JM Finn is to provide you with a truly bespoke service that is tailored to your unique needs. We’re the highest rated wealth manager for client satisfaction. Our clients are also more satisfied with our communication compared to our peers, and much likelier to refer us.*
To see how JM Finn can help you, contact us on 020 3642 8850.
Get in touch
If you have any questions or would like to get in touch, submit a callback request below and we will contact you as soon as possible.
Call us on...
020 7600 1660Would our clients refer JM Finn?
An important metric of our success when it comes to measuring client service quality, is the increasingly common Net Promoter Score, testing the willingness of our clients to refer us. At 71%, we believe this is the highest across the industry, far outstripping the benchmark at 49%.
To see how JM Finn can help you, contact us on 020 3642 8850.
Moving your investment portfolio to us is simple, and our investment managers can guide you through the process. You can either choose to transfer your assets without selling them (‘in-specie’), or if you prefer, you can sell and repurchase them. We can also advise you on which option is best.
If you would like to find out more about how JM Finn’s award-winning investment services could help you, call on 020 3642 8850. You can also submit a callback request above and we will contact you as soon as possible.
*Client communications and referral ratings (NPS) are taken from an independent survey of 1,653 discretionary clients of JM Finn conducted in 2021 by Aon Client Insight.
Advice tailored for you
Our services cover four specific areas of wealth planning to help you meet your goals:
Retirement planning
We can help you manage your income so you can have the life you want at retirement.
Estate planning
We will advise you on the best way to protect your assets and pass them on to your loved ones.
Protecting you and your family
We look at the key events in your life and help you plan for what you know is coming and the unpredictable.
Protecting you and your family
Wealth structuring
We will help you create a bespoke plan to meet your financial goals.
- A dedicated relationship manager
- A personalised service
- Tailored to your individual requirements
- 24/7 access to your portfolios
- Face to face communications
Karen Lau shares her thoughts on the global investment landscape for the year ahead.
JM Finn Investment Director receives prestigious Citywealth award
