Investing for your future

By simplifying the financial challenges that investors face, we aim to protect and nurture wealth across generations.

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About us

Client service excellence

The results of our 2025 client survey are in: 1,747 of our clients responded to tell us their thoughts – and we’re proud to be able to share some of the excellent results here.

Don’t just take our word for it:
Outstanding client satisfaction with the firm
Slide image of Outstanding client satisfaction with the firm

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Don’t just take our word for it:
Clients also rate our investment professionals very highly
Slide image of Clients also rate our investment professionals very highly

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Don’t just take our word for it:
We commit to keeping our communication clear, timely and jargon-free
Slide image of We commit to keeping our communication clear, timely and jargon-free

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Don’t just take our word for it:
An outstanding wealth planning team complements our investment service:
Slide image of An outstanding wealth planning team complements our investment service:

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Don’t just take our word for it:
Would our clients recommend JM Finn?
Slide image of Would our clients recommend JM Finn?

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Download the magazine

Download the magazine

Prospects Winter Issue Fifty Three is available for online reading and download.

Recognition

An award winning service

We offer a high quality, personalised investment management service that aims to meet the individual demands of today's private and professional investors. Designed to help guide our clients through the increasingly complex investment world.

Just some of our awards:
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Demystifying Pensions

Demystifying Pensions

Are you prepared for your retirement? 

Download our pension guide

Insights
Insights
February Investment Management Service update

How did JM Finn’s Investment Management Service portfolios perform in February?

Video
February market update video

Head of Investment Office Jon Cunliffe and Fund Manager Nina Etherton discuss the global equity gains amid mixed macroeconomic data in February.

News
JM Finn among finalists at PAM Awards 2026

Firm shortlisted at prestigious industry awards, following our 2025 win.

What our clients say

I feel I am in very safe hands. I am kept informed and communication is excellent.  I feel the Firm has my back and I like and trust the people I deal with.  

Client survey feedback

Building a personal relationship

Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.

Lucy Coutts

Investment Director & Head of York

Where next?

Get in touch

Our team of experts are ready to discuss your financial future

Make an enquiry

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Why JM Finn?

With roots firmly established in private client broking, the ethos of investing to match an individual’s investment goals still prevails today.