From our early days as a stockbroker we have listened to our clients’ needs. Now as a full-service wealth management firm we have evolved to serve many generations of investors, in line with their individual wealth requirements.
Managing your clients’ investments
Portfolio management services
Managing your clients’ investments
Meeting your clients’ needs
Our award-winning portfolio management services are designed to help our clients fulfil their financial ambitions.
With investment management services on a discretionary and advisory basis, our investment expertise is tailored to meet each individual client’s goals.
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020 7600 1660
Flexible investment management
Award-winning investment services
- Dedicated investment manager
- Discretionary portfolio management
- Advisory portfolio management
- Unitised multi-asset portfolios
What our clients say
The combination of good independent financial advice and investment advice is invaluable. Most firms really only offer one or the other.
Your investment partner
Our investment services can help your clients realise their goals
Latest insights
Read top tips for personal taxation from our Wealth Planning team for the year ahead.
Watch our video from JM Finn’s Head of IT Jon Cosson for top tips to create a strong password, and steps to take if your email account is compromised.
Now that the dust has settled since the Budget in October, Andrew Banks, Senior Investment Manager, explains why the changes to Business Relief may have had unintended consequences.