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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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Website http://www.jmfinn.com
Revenue $73 million
Employees 291 (266 on RocketReach)
Founded 1946
Phone +44 20 7600 1660
Technologies
Industry Investment Management, Finance General, Asset Management, Personalised Investment Services, Finance, Other Financial Services, Discretionary Portfolio Management, Private Clients, Charities, Professional Intermediaries
Web Rank 3 Million
Keywords Generational Wealth, Multi-Generational Wealth Management
Competitors Argentum Wealth Management, Equilibrium Financial Planning, Gale and Phillipson, Saunderson House, WH Ireland
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies

JM Finn Questions

The JM Finn annual revenue was $73 million in 2024.

Hugo Bedford is the CEO of JM Finn.

266 people are employed at JM Finn.

The NAICS codes for JM Finn are [52, 523, 5239, 52399].

The SIC codes for JM Finn are [628, 62].

Top JM Finn Employees

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