Managing your wealth requires many attributes, from clearly defined goals to sound advice and focussed investment research. But in our opinion, the over-riding element is a personal service.
Managing your investments for you
Portfolio Management
Meeting your goals
Our robust approach to investment allows you to go about your daily life safe in the knowledge that your financial future is being overseen by our professionals.
With a sound risk-based approach at the heart of our services, we will manage your investment in line with your circumstances and capacity for risk.
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 1660
Trust, confidence and communication
There are several core elements of delivering a quality portfolio management service, which form the basis of our client relationships:
- Dedicated investment manager
- 24/7 access to your portfolio and documents
- Regular updates about your portfolio performance
- Access to our award-winning wealth planning service
- A personal service
Is this right for me?
You have limited time to manage your investments:
Our services are suitable for investors who may not have the time and/or experience to manage a portfolio on a day-to-day basis.
You want a personal service:
JM Finn’s award-winning services are based around a personal relationship with an investment manager who will give you regular updates on your portfolio.
You want investments that are suited to your needs:
We thoroughly assess your capacity for risk through Oxford Risk, an independent third party, to match you to one of our risk-based investment strategies.
Portfolio management
We specialise in discretionary portfolio management – this means we will invest on your behalf to try to meet your financial objectives. We will be fully accountable for running your investments, so you don’t have to worry about making investment decisions yourself.
We offer two distinct services – the JM Finn Investment Management Service, and the JM Finn Wealth Management Service.
Investment Management Service Wealth Management Service
Your dedicated Investment ManagerRegardless of which of our services is right for you, you will have your own Investment Manager as a point of contact with all the benefits of the award-winning, high quality, personal service that JM Finn is known for. You can also access your portfolio and documents 24/7 via our online client portal.
What our clients say
I feel I am in very safe hands. I am kept informed and communication is excellent. I feel the Firm has my back and I like and trust the people I deal with.
A trusted adviser
To become someone’s trusted adviser you need to ensure you communicate, whether in person or online, in a manner which your client understands.
