JM Finn

About JM Finn

Website	http://www.jmfinn.com
Employees	11-50 employees View all JM Finn employees
Industry	Financial Services
Location	25 Copthall Avenue, London, GB
Information	By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.

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Frequently Asked Questions about JM Finn

Who are the decision makers in JM Finn?

The decision makers in JM Finn are Alison Jackson, Andrew Dunkin, Dominic Leonard, etc. Click to Find JM Finn decision makers emails.

How can I contact JM Finn for inquiries about their services?

You can reach JM Finn by visiting their website and using the contact form provided. Alternatively, you can call their office directly or email them at the address listed on their site for prompt assistance with your inquiries.

Is there a directory of staff members available on the JM Finn website?

Yes, JM Finn provides a staff directory on their website. You can find profiles of key team members, including their roles and areas of expertise, which can help you identify the right contact for your specific financial needs.

What types of investment services does JM Finn offer?

JM Finn offers a range of investment services, including discretionary portfolio management, personalized investment services, and wealth planning. They cater to private clients, charities, and professional intermediaries, ensuring tailored solutions for diverse financial challenges.

Can I get assistance with estate planning at JM Finn?

Yes, JM Finn specializes in estate planning services. Their experienced team can help you navigate the complexities of inheritance tax planning and ensure that your wealth is managed effectively for future generations.

What industries does JM Finn support with their financial services?

JM Finn supports a variety of industries, focusing primarily on private clients, charities, and professional intermediaries. They provide tailored financial solutions that address the unique challenges faced by these sectors, ensuring effective wealth management.

How does JM Finn approach retirement planning for clients?

JM Finn takes a personalized approach to retirement planning, assessing individual financial goals and circumstances. Their team works closely with clients to develop comprehensive strategies that ensure a secure and comfortable retirement, addressing pensions and savings needs.