Company profile

JM Finn

Personalised wealth and investment management services

Industry
Investment Management
Employees
342
Headquarters
London
Founded
1946
Office locations
6

JM Finn company summary

JM Finn is a company in the Investment Management industry, headquartered in London, founded in 1946. On LinkedIn the company has around 342 employees. The company lists 6 office locations. Its listed specialties include Personalised Investment Services, Discretionary Portfolio Management, Private Clients, Charities, Professional Intermediaries.

What technology does JM Finn use?

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About JM Finn

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 £11 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Cheltenham, York and Winchester.

Specialties

Personalised Investment ServicesDiscretionary Portfolio ManagementPrivate ClientsCharitiesProfessional IntermediariesWealth PlanningRetirement PlanningPensionsInheritance Tax PlanningSavingsAIM InvestingEstate planningfinancial planning

Where is JM Finn located?

JM Finn lists 6 office locations.

London, EC2R 7AH, GBHQ
25 Copthall Avenue
Bristol, England BS1 4ND, GB
22-24 Queen Square
Bury St Edmunds, Suffolk IP33 1LB, GB
60 Abbeygate St
Cheltenham, England GL50 1HX, GB
67 Rodney Road
Winchester, England SO23 9HH, GB
13 St Clement Street
York, England YO1 6JT, GB
Toft Green

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Frequently asked questions about JM Finn

What does JM Finn do?

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 £11 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Cheltenham, York and Winchester.

How many employees does JM Finn have?

JM Finn has around 342 employees on LinkedIn.

Where is JM Finn headquartered?

JM Finn is headquartered in London.

Where does JM Finn have offices?

JM Finn lists 6 office locations, including London, EC2R 7AH, GB; Bristol, England BS1 4ND, GB; Bury St Edmunds, Suffolk IP33 1LB, GB; Cheltenham, England GL50 1HX, GB; Winchester, England SO23 9HH, GB.

When was JM Finn founded?

JM Finn was founded in 1946.

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