JM Finn
JM Finn is a wealth management firm that manages investment portfolios for clients across generations. They use a personalised approach that combines traditional client service values with modern investment strategies.
- Wealth planning
- Advisory services
- Tax efficient investing
- Managed portfolio service
- Inheritance tax portfolio service
- Discretionary portfolio management
Locations
Competitors
Rowan Dartington is a wealth management firm that provides bespoke investment solutions and financial planning services.
Quilter Cheviot is a leading wealth management firm with over 250 years of experience in managing bespoke investment portfolios.
Raymond James, Golders Green has been providing expert wealth management and financial planning services for over 20 years.
Company Details
JM Finn is operated by J.M. Finn & Co.Ltd and is a Active company incorporated on 6 April 2006 with the registered office located in London, City of London. J.M. Finn & Co.Ltd was registered 19 years ago.
Status
Active
Size
Large
Directors
11
Age
19 years old
Employees
317
Turnover
£81.5M
Total Assets
£116.2M
Cash in Bank
£56.93M
Total Liabilities
-£54.94M
Teams
245
121
77
37
26
23
8
Chairman • Joined Jan 2021
Chief Executive Officer • Joined Jan 2021
Independent Non-executive Director • Joined Aug 2023
Independent Non-executive Director • Joined Nov 2023
Investment Manager And Head Of CFD
Investment Director And Head Of Charities • Joined Feb 2004
Manager • Joined Mar 2022
Manager • Joined Mar 2019
Director
Director
Fund Manager
Investment Manager
Investment Manager • Joined Mar 2015
Investment Manager
Investment Manager • Joined May 2022
Fund Manager • Joined Jun 2019
Investment Manager • Joined Jan 2024
Investment Manager • Joined Jul 2022
Investment Manager • Joined Sep 2017
Fund Manager
Chairman • Joined Jan 2021
Chief Executive Officer • Joined Jan 2021
Manager • Joined Mar 2022
Manager • Joined Mar 2019
Director
Director
Fund Manager
Fund Manager • Joined Jun 2019
Compliance Manager • Joined Mar 2021
Fund Manager
Administrator
Administrator • Joined Sep 2021
Administrator • Joined Mar 2014
Administrator
Settlements Administrator • Joined Feb 2023
Senior Administrator
Desk Administrator • Joined Jul 2024
Transfers Administrator • Joined Dec 2024
Senior Administrator • Joined Apr 2009
Desk Administrator • Joined Oct 2023
Client Onboarding Manager • Joined Sep 2021
Application Support Manager • Joined Mar 2018
Manager Data And Client Services. • Joined Aug 2007
Desk Administrator • Joined Jul 2024
Transfers Administrator • Joined Dec 2024
Desk Administrator • Joined Oct 2023
Service Desk Supervisor • Joined Jan 2019
Trade Support Supervisor • Joined May 2011
Service Desk Supervisor • Joined Mar 2022
Client Success Analyst • Joined Mar 2024
Manager • Joined Mar 2022
Manager • Joined Mar 2019
Director
Director
Programme Manager • Joined Aug 2024
Facilities Manager • Joined Apr 2022
Operations Manager • Joined Jan 2025
Head Of Operations • Joined Jun 2023
Head Of Charities
Assistant Facilities Manager • Joined Mar 2010
Application Support Analyst • Joined Sep 2019
Technical Support Analyst • Joined Oct 2011
Information Technology Support Analyst • Joined Oct 2024
Marketing Assistant • Joined Jan 2025
Retired Stockbroker
Dealer • Joined Jan 2023
Dealer
Dealer • Joined May 1999
View 245 members