JM Finn Customer Reviews
Customer Reviews
5/5
Pros:
Engagement with clients
Cons:
Nothing
5/5
Pros:
Keeping customers informed
5/5
Pros:
Excellent and helpful advise.
Cons:
They canÔÇÖt
5/5
Pros:
The personal contact
5/5
5/5
Pros:
Excellent Personal service
5/5
Pros:
Reliable performance
Cons:
very little
4/5
5/5
Pros:
The investments long term are good at looking after my money.
5/5
Pros:
clarity
Cons:
nothing to improve
5/5
Pros:
Always available for sound advice
Cons:
No complaints about what they do already
5/5
Pros:
Advice
Cons:
No idea
5/5
Pros:
Easy solid advice for my needs.
Cons:
N/a
5/5
Pros:
Always able to talk to someone
Cons:
Nothing
5/5
Pros:
Easy to read
Cons:
Not a lot
5/5
Pros:
personal contact with advisors
Cons:
slight simplification of on line information
5/5
Pros:
clear and understanable
Cons:
I don’t know
5/5
Pros:
Personal service & assistance
Cons:
Not much really
5/5
Pros:
personal contact and advice from my investment manager
Cons:
Not a lot!
5/5
Pros:
HELPFULNESS
Cons:
NOTHING
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 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
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.
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
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 firms I talk to the more I realize that I have been completely fiscally irresponsible my whole life. I put that mainly down to me perhaps having a slightly higher appetite for risk than others.
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.
