Investing for your future

By simplifying the financial challenges that investors face, we aim to protect and nurture wealth across generations.

How can we help you?

I’d like to

I’m looking for

About us

Delivering exceptional service

The results of our 2023 bi-annual client survey are in: 1,671 of our clients responded to tell us their thoughts – we’re proud to be able to share some of the excellent results here.

Don’t just take our word for it:
Client service excellence.
Slide image of Client service excellence.

We asked clients across all product types about their experience of JM Finn, and are pleased to say that a large majority of our clients say they are satisfied with their experience at JM Finn.

Find out more

Don’t just take our word for it:
How satisfied are clients with JM Finn’s service?
Slide image of How satisfied are clients with JM Finn’s service?

Find out more

Don’t just take our word for it:
Our clients trust us to deliver time and again:
Slide image of Our clients trust us to deliver time and again:

Find out more

Don’t just take our word for it:
We work hard to build relationships with clients – and this results in high levels of client trust:
Slide image of We work hard to build relationships with clients – and this results in high levels of client trust:

Find out more

Don’t just take our word for it:
High standards in client communication
Slide image of High standards in client communication

Find out more

Don’t just take our word for it:
High standards in client communication
Slide image of High standards in client communication

Find out more

Don’t just take our word for it:
An outstanding Wealth Planning team with consistently high satisfaction results
Slide image of An outstanding Wealth Planning team with consistently high satisfaction results

Find out more

Don’t just take our word for it:
High levels of client satisfaction in other areas of our Wealth Planning Service:
Slide image of High levels of client satisfaction in other areas of our Wealth Planning Service:

Find out more

Don’t just take our word for it:
Our clients are far more willing than the industry average to recommend us to others:
Slide image of Our clients are far more willing than the industry average to recommend us to others:

Find out more

Don’t just take our word for it:
Would our clients recommend us?
Slide image of Would our clients recommend us?

Find out more

Download the magazine

Download the magazine

Prospects Autumn Issue Forty Eight is available for online reading and download.

Recognition

An award winning service

We offer a high quality, personalised investment management service that aims to meet the individual demands of today's private and professional investors. Designed to help guide our clients through the increasingly complex investment world.

Just some of our awards:
Award item
Award item
Award item
Award item
Award item
Award item
Demystifying Pensions

Demystifying Pensions

Are you prepared for your retirement? 

Download our pension guide

Insights
Does more certainty give AIM the boost it needed?

Manager of JM Finn’s Inheritance Tax Portfolio Service, Andrew Banks, suggests that the announcements about Business Relief in the Autumn budget are positive for smaller companies.

Market Commentary
Initial thoughts from the budget

Investment Director Lucy Coutts and Head of Wealth Planning Anna Murdock offer their initial opinion of the Autumn Budget.

Market Commentary
JM Finn Q3 2024 review and outlook

Jon Cunliffe, Head of JM Finn’ s Investment Office, reviews the third quarter and looks ahead in a world of aligned fiscal and monetary policy.

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.  

Client survey feedback

Building a personal relationship

Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.

Lucy Coutts

Investment Director & Head of York

Where next?

Get in touch

Our team of experts are ready to discuss your financial future

Request a callback

We'll get right back to you

Why JM Finn?

With roots firmly established in private client broking, the ethos of investing to match an individual’s investment goals still prevails today.