JM Finn Customer Reviews & Expert Rating

Client Relationship, Investment Performance and Wealth Planning

Stays up to date of changing markets

It is professional in all sectors!

Following my late husband setting everything up with this company, I now leave it entirely to the company to manage my portfolio in my best interests. I rarely get involved in brands.

Excellent results apart, JM Finn goes the extra mile with its clients keeping them well informed (in an understandable way) of the reasons for investment decisions. They remain in touch with individual client needs and react at once to any queries. I feel they have my interests at heart and they show it.

Through and accessible well researched advice providing confidence and trust in their service. The client feels valued by the way their whole team engages with the client.

Personal service with dedicated people always available. Even with discretionary portfolios – always open to suggestions. Always explains investment decisions in a clear and logical way. No daft chatbots. Good website providing up to date valuations. Finn’s manage my and my wife’s portfolios and have done for more than 20 years

It invests well in shares. Hi

Good communication and splendid results

Personal interest.

Prepared to back their hunches

Passionate

Paul Dyas and his team are simply the best people to deal with, very responsive, and fun to work with and have achieved great results in terms of growth in my Fund in my SIPP.

I have used them for investment advice for 20 years or so, for PEP and ISA stocks and shares and for general stocks and shares investments outside the PEP/ISA wrappers. For the last five years they have also handled my SIPP investments via the AJ Bell platform, and advised on withdrawal of the tax-free lump sum from it. Their in-house wealth management department has also very well complemented my own professional expertise in that area as a private client solicitor. I could not be more satisfied with them. And they looked after my late parents’ investments equally well in the last five to ten years of their lives.

They listen to the Clients needs & tailor their advice accordingly.

I rely on them to provide me with a balance of income & growth on my limited investments.

They do all that is required to offer an excellent service to their client.

Communication. Listens to investor wishes. Provides helpful advice. Uses human beings.

We use JM Finn to invest and manage our savings which we draw on as part of our income. JM Finn understands our Ned’s, creates flexibility in our portfolio and regularly assesses our rizk profile againct our nees in the short term and the long term.

Well Balanced, pragmatic and sensible personal investment

They get good returns with a reassuringly personal service which makes you feel a valued client and part of the decision-making process.

Invest money and communicates well with clients

It provides a wonderful personal service for clients.

They still treat people like people – not numbers.