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JM Finn

Investment Management

Specialities :
Personalised investment services
Discretionary portfolio management
Private clients
Charities
Professional intermediaries

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
201 - 500
About Us
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Buyer Intent
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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...

What are Jm finn's specialties? +

Personalised investment services,discretionary portfolio management,private clients,charities,professional intermediaries,wealth planning,retirement planning,pensions,inheritance tax planning,savings,aim investing,and estate planning

What is Jm finn's industry? +

Jm finn operates in the Investment management industry.

What is Jm finn's revenue? +

Jm finn's revenue is 11m - 100m

What is Jm finn's company size? +

Jm finn has 201 - 500 employees.

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