JM Finn
Investment Management in United Kingdom
Overview
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.
Tagline
Personalised wealth and investment management services
EMPLOYEES
201-500 employees
FOUNDED
1946
HQ
London
TYPE
Privately Held
Location
- Street
- 25 Copthall Avenue
- City
- London
- Region
- —
- Postal code
- EC2R 7AH
- Country
- United Kingdom
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FAQ
What is the company name?
jmfinn.com is the website of JM Finn.
What is the industry of the company?
JM Finn (jmfinn.com) is in the Investment Management industry.
What products and services does the company offer?
JM Finn (jmfinn.com) lists these specialties: Personalised Investment Services, Discretionary Portfolio Management, Private Clients, Charities, Professional Intermediaries, Wealth Planning, Retirement Planning, Pensions, Inheritance Tax Planning, Savings, AIM Investing, Estate planning, and financial planning.
When was the company founded?
JM Finn (jmfinn.com) was founded in 1946.
How many employees does the company have?
JM Finn (jmfinn.com) has 201-500 employees.
What is the company type?
The company type of JM Finn (jmfinn.com) is Privately Held.
Where is the company headquartered?
JM Finn (jmfinn.com) is headquartered in London.
What is the address of the company?
The address of JM Finn (jmfinn.com) is 25 Copthall Avenue, London, EC2R 7AH, United Kingdom.
What are the social media accounts of the company?
The social media account of JM Finn (jmfinn.com) is LinkedIn.
Social media