By simplifying the financial challenges that investors face, we aim to protect and nurture wealth across generations.
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About us
Delivering exceptional service
In 2021, we conducted a client survey, in order to further understand how our clients feel we are meeting their goals and to benchmark ourselves versus our peers. 1,653 clients responded providing us with an extremely valuable data set.
Don’t just take our word for it:
Client service excellence.
We asked our clients about their experience with JM Finn and were delighted to learn that we are succeeding in our goal.
Don’t just take our word for it:
Would our clients refer JM Finn?
Our clients are actively willing to refer us to their friends and family.
Don’t just take our word for it:
Investment manager satisfaction.
Satisfaction with our investment managers outperforms that of our competitors.
Don’t just take our word for it:
Overall satisfaction with JM Finn has gone up.
Despite the challenges of the pandemic, our satisfaction has gone up since our last survey and tops the industry scores.
Don’t just take our word for it:
We are consistently delivering.
95% of our clients said that they were satisfied with their Investment Manager.
Don’t just take our word for it:
We understand communication is key.
On a scale of 0-10 JM Finn clients are more satisfied with the firm’s overall communications than the competition.
Don’t just take our word for it:
Overall digital capabilities.
Our digital offering is considered better than that of our peers.
Don’t just take our word for it:
Industry-leading client satisfaction.
When times were challenging, we maintained industry-leading client satisfaction scores.
Don’t just take our word for it:
Our clients overall satisfaction is key.
99% of our clients are very satisfied with our services.
Don’t just take our word for it:
Putting our clients first.
Our brand perception is vital to continually deliver on our mission to put clients first.
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Download the magazine
Prospects Spring Issue Forty Six 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:
Demystifying Pensions
Are you prepared for your retirement?
Download our pension guide
Insights
News
The firm is among the finalists for awards including Investment Team of the Year.
News
The awards recognise outstanding firms across different sectors in the Winchester district.
Editorial
As half of the world’s population heads to the polls this year, Charles Bathurst-Norman analyses the potential ramifications for economies, international trade and the global investment landscape.
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.
Building a personal relationship
Building a personal relationship takes time, but it is time well spent to ensure we are meeting our clients’ expectations.
Investment Director & Head of York
Where next?
Get in touch
Our team of experts are ready to discuss your financial future
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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.
Speak to us
020 7600 1660
Find us
Our London office:
25 Copthall Ave,
London EC2R 7AH
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