JM Finn Customer Reviews
Customer Reviews
5/5
3/5
Cons:
Kk
5/5
5/5
Pros:
Personal Manager
3/5
Pros:
Personal customer service
4/5
3/5
5/5
Pros:
Client Service
Cons:
Nothing
5/5
Pros:
Personal service
Cons:
online investing
5/5
5/5
Pros:
Personal involvement
Cons:
No cooment
5/5
Pros:
Good communications
5/5
5/5
Pros:
Growth in capital
5/5
Pros:
reliability
Cons:
don’t know
5/5
Pros:
Helpful, accessible advice and support
Cons:
Nothing
5/5
Pros:
clarity
Cons:
status quo
5/5
Pros:
personal contact
5/5
5/5
Expert Review & Rating
JM FINN Wealth Management Review
Provider: JM Finn
Verdict: 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 also have one of the lowest minimum account opening thresholds with clients being able to open an account from £50,000.
Fees: JM Finn’s charges a flat 1.1% annual management fee, based on the value of the assets under management, plus additional charges for specific services.
Pros
- Competitive pricing
- Diverse portfolios
- Advisors and execution-only services
Cons
- Does not display fees on website
-
Wealth Management Rating
(5)
Overall
5Leave A Review
Tell us what you think of this provider.
JM Finn Expert Review
JM FINN Wealth Management Review
Provider: JM Finn
Verdict: 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 also have one of the lowest minimum account opening thresholds with clients being able to open an account from £50,000.
Fees: JM Finn’s charges a flat 1.1% annual management fee, based on the value of the assets under management, plus additional charges for specific services.
Pros
- Competitive pricing
- Diverse portfolios
- Advisors and execution-only services
Cons
- Does not display fees on website
-
Wealth Management Rating
(5)
Overall
5JM Finn News
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
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
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,
Steven Sussman, JM Finn CEO discusses traditional wealth management firms versus digital-only platforms
I’d just sat got home from interviewing Steven Sussman, the JM Finn CEO when I realsied the more wealth management
Richard is the founder of the Good Money Guide (formerly Good Broker Guide), one of the original investment comparison sites established in 2015. With a career spanning two decades as a broker, he brings extensive expertise and knowledge to the financial landscape.
Having worked as a broker at Investors Intelligence and a multi-asset derivatives broker at MF Global (Man Financial), Richard has acquired substantial experience in the industry. His career began as a private client stockbroker at Walker Crips and Phillip Securities (now King and Shaxson), following internships on the NYMEX oil trading floor in New York and London IPE in 2001 and 2000.
Richard’s contributions and expertise have been recognized by respected publications such as The Sunday Times, BusinessInsider, Yahoo Finance, BusinessNews.org.uk, Master Investor, Wealth Briefing, iNews, and The FT, among many others.
Under Richard’s leadership, the Good Money Guide has evolved into a valuable destination for comprehensive information and expert guidance, specialising in trading, investment, and currency exchange. His commitment to delivering high-quality insights has solidified the Good Money Guide’s standing as a well-respected resource for both customers and industry colleagues.
