JM Finn Review: Best wealth manager in 2024, 2023, 2022 and 2021

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JM FINN is an award-winning, independent wealth management firm based in London that aims to simplify the financial challenges that investors face, to protect and nurture wealth across generations.

JM Finn Customer Reviews

4.7

81 Good Money Guide reviewers have given this provider an average rating of 4.7 out of 5 based on their genuine experience.

Excellent85%
Very good6%
Average6%
Poor2%
Terrible1%

Leave a review and tell us what you think to help others make more informed financial decisions.

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They are good

23rd June 2024

They are good

Amarjit Singh

4/5

12th June 2024
Paul Farrant

Use discretionary advice, good results

12th June 2024

Use discretionary advice, good results

Chris Hoyer Millar

3/5

29th May 2024
david brock

Good long term advice and…

22nd May 2024

Good long term advice and service

Peter Whitaker

5/5

17th May 2024
Ive Ferreira

Excellent service which goes the…

15th May 2024

Excellent service which goes the extra mile.

Caroline Lennard

do a great job for…

15th May 2024

do a great job for me and my family

Virginia Tregoning

5/5

24th February 2023
GMG Awards Voter: [118252276814]

5/5

24th February 2023
GMG Awards Voter: [118252155040]

2/5

24th February 2023

Pros:

Research

Cons:

More depth research

GMG Awards Voter: [118252087171]

4/5

24th February 2023

Pros:

confidence in the investment management

Cons:

reduce level of charges

GMG Awards Voter: [118251917648]

5/5

22nd February 2023
GMG Awards Voter: [118249767711]

3/5

22nd February 2023

Cons:

Kk

GMG Awards Voter: [118249731359]

5/5

18th February 2023
GMG Awards Voter: [118247313173]

5/5

16th February 2023

Pros:

Personal Manager

GMG Awards Voter: [118245579479]

3/5

15th February 2023

Pros:

Personal customer service

GMG Awards Voter: [118244489808]

4/5

13th February 2023
GMG Awards Voter: [118242804395]

3/5

13th February 2023
GMG Awards Voter: [118242696073]

5/5

10th February 2023

Pros:

Client Service

Cons:

Nothing

GMG Awards Voter: [118241296117]

Our View

JM Finn Expert Review
Good Money Guide Recommended 2024

Name: JM Finn

Description: JM Finn provides bespoke wealth management services, including discretionary portfolio management, advisory services, and financial planning. JM Finn cater to high-net-worth individuals, families, trusts, and charities looking for long-term investment strategies and financial advice.

Is JM Finn a good wealth manager?

Yes, we rate JM Finn as a very good wealth manager who offer a high-quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors. JM FINN won our award for best wealth manager in 2024, 2023, 2022 and 2021.

JM Finn’s fees typically include an annual management fee, based on the value of the assets under management, plus additional charges for specific services. Costs can vary, so clients should request a detailed fee breakdown tailored to their portfolio and needs.

Pros

  • Competitive pricing
  • Diverse portfolios
  • Advisors and execution-only services

Cons

  • Does not display fees on website

 

  • Pricing
    (4.5)
  • Market Access
    (4.5)
  • Online Platform
    (4.5)
  • Customer Service
    (4.5)
  • Research & Analysis
    (4.5)
Overall
4.5

JM Finn Awards

JM FINN has won our award for best wealth manager in 2023, 2022 and 2021.

JM Finn News, Views & Interviews

Best Wealth Manager - Good Money Guide Awards Winners 2024

JM FINN wins Best Wealth Manager at the Good Money Guide Awards 2024

JM Finn won Best Wealth Manager at the Good Money Guide Awards 2024, as they have in the past, because of their excellent results in our research survey and outstanding individual customer reviews.  Richard BerryRichard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites

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JM Finn Wealth Management client portal wins best app/portal of the year

The award recognises comes as JM FINN continues to adopt digital technology to transform its operations and client services. Wealth management firm JM Finn has picked up “best app/portal of the year at the Citywealth Brand Management & Reputation Awards. It’s a sign of how successfully well established firms are adopting to the digital landscape.

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JM Finn comes out batting for Surrey with Oval sponsorship deal

Mid-sized wealth manager JM Finn has announced that it is to sponsor one of cricket’s most iconic venues the Oval,  and over the next four years, the grounds famous Vauxhall end stand will be rebranded as the JM Finn Stand in a deal that will last until at least 2025. Surrey County Cricket Club’s home

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