Reasons to consider JM Finn as your wealth manager
JM Finn investment management and wealth planning services
About JM Finn
With our firm’s history dating back to 1946, we’ve been helping our clients for generations – so that their wealth can continue to last across future generations. Our expert investment managers specialise in discretionary investing on your behalf, leaving you free to focus on what really matters to you in life.
As our client, you’ll have a dedicated investment manager as a single point of contact – someone you can always rely on to answer any questions you might have. Whether you’re getting started on your investing journey or a seasoned investor, you’ll receive exactly the same high level of personal service. But don’t just take our word for it, we think our clients say it best.
Our Net Promoter Score, which measures our clients’ likelihood to recommend us, is 58, far surpassing the average of 28 in the wealth management industry[1]. Even better than being willing to recommend us, a majority (3 in 5) of our clients have personally recommended us to their friends and family.
Why should I use JM Finn?
#1 A personal touch, not out of touch97% of our clients say they have a personal relationship with someone they trust.
#2 Our clients are proud to recommend us3 in 5 clients have recommended us to their friends and family.
#3 Our focus is on youOur clients have trusted us with their wealth for over 75 years.
#4 We'll keep you in the loop, not in the lurch96% of our clients are satisfied with the communications from their investment manager.
#5 Transparent fees that don't tie you inOur clients agree that it is clear how much they pay [2]
Learn how we can help
Whatever stage of your wealth management journey you are at, we can help. If you would like to find out more about JM Finn’s award-winning investment services, call on 020 3642 8850. You can also submit a callback request and we will contact you as soon as possible.
[1] Benchmark referred to is the Savanta MillionaireVue Benchmark NPS 2023
[2] 83% of respondents in the 2023 client survey agreed that it is clear how much they pay for JM Finn’s products and services.
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?
Our excellent NPS score is driven by high levels of trust and satisfaction among our clients: 95% say they have trust and confidence in their Investment Manager and JM Finn as a firm, while 96% are satisfied with the service from their Investment Manager.
To see how JM Finn can help you, contact us on 020 3642 8850.
Already with an existing wealth manager?
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.
An independent survey of 1,671 clients with discretionary, advisory, execution only and Coleman Street Investments services was carried out by Savanta on behalf of JM Finn in 2023.
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
