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
106
37
23
18
8
Chairman • Joined Jan 2021
Chief Executive Officer • Joined Jan 2021
Independent Non-executive Director • Joined Nov 2023
Independent Non-executive Director • Joined Aug 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 • Joined Jul 2022
Investment Manager • Joined Sep 2017
Investment Manager • Joined Mar 2021
Investment Manager • Joined Nov 2003
Fund Manager
Investment Manager • Joined Mar 2010
Investment Manager • Joined Jul 2022
Investment Manager • Joined Sep 2017
Investment Manager
Chairman • Joined Jan 2021
Chief Executive Officer • Joined Jan 2021
Independent Non-executive Director • Joined Nov 2023
Independent Non-executive Director • Joined Aug 2023
Manager • Joined Mar 2022
Manager • Joined Mar 2019
Director
Director
Fund Manager
Fund Manager
Administrator
Administrator • Joined Mar 2014
Administrator • Joined Sep 2021
Administrator
Desk Administrator • Joined Jul 2024
Transfers Administrator • Joined Dec 2024
Settlements Administrator • Joined Feb 2023
Senior Administrator
Senior Administrator • Joined Apr 2009
Desk Administrator • Joined Oct 2023
Application Support Manager • Joined Mar 2018
Client Onboarding Manager • Joined Sep 2021
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 Mar 2022
Service Desk Supervisor • Joined Jan 2019
Trade Support Supervisor • Joined May 2011
Client Success Analyst • Joined Mar 2024
Head Of Trading
Client Onboarding Manager • Joined Sep 2021
Business Development Director
Business Development Director • Joined Jan 2010
Private Client Investment Manager • Joined Apr 1997
Private Client Investment Manager • Joined Sep 2006
Manager Data And Client Services. • Joined Aug 2007
Trade Support Supervisor • Joined May 2011
Client Success Analyst • Joined Mar 2024
Marketing Assistant • Joined Jan 2025
Compliance Executive
Compliance Director • Joined Jul 2023
Data Protection And Compliance Manager • Joined Jul 2020
Senior Network Analyst • Joined Sep 2024
Application Support Analyst • Joined Sep 2019
Technical Support Analyst • Joined Oct 2011
Information Technology Support Analyst • Joined Oct 2024
Mr
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