JM Finn Customer Reviews
Tell us what you think of this provider.
L Rankin @ 03/25/2021 06:03
A pleasure to invest with over the past 7 years, always offering sound advice and interesting investment opportunities. JM Finn are very professional yet personable, and their portfolio returns have been extremely satisfactory and consistent. A highly recommended outfit.
E P Colquhoun @ 03/25/2021 11:37
I have been a private client with JM Finn for 6 years and have nothing but praise for their balanced view of opportunities vvs the market level, the spread over the sectors including overseas interests has been sensible, imaginative and profitable. The performance of my portfolio has been above the returns on the FT indices. Always helpful and they have complete discretion.
Thomas Foster @ 03/25/2021 09:48
I would highly recommend JM Finn. Freddy Colquhoun has excellent knowledge of the market and has generated fantastic returns, out performing the market. Freddy and his team are friendly, approachable and flexible, providing a very personal service. I feel confident my investments are in good hands.
Darren Richards @ 03/25/2021 08:38
Highly recommended, professional, intelligent and a geniune personal service. Edward Rogers was extremely helpful and offered the necessary confidence that JM Finn put you and your money first.
Sheila Page @ 03/24/2021 08:36
Simon Tufnell looks after my portfolio very well. The service is excellent – I can’t recommend highly enough.
Martin Bisiker @ 03/23/2021 03:55
The team on the Coleman Street Investment fund are professional, likeable and intelligent. More importantly, when you want to speak to them, they’re available. Highly recommended.
Karen Morris @ 03/05/2021 05:27
Would highly recommend JM Finn they are professional, knowledgeable, and personable and I trust them to give me good advice. Christopher Barrett and Natalie Scutchings are helpful and responsive and really go above and beyond.
Patricia Anderson @ 03/02/2021 11:38
Excellent knowledge and expertise of finance market and returns on investment.
Capital growth beyond anything I could have expected, extremely happy with return.
Paul Tyndall is my Portfolio manager, his expertise, knowledge, customer service and ability to take on board customer input surpasses my expectations.
Have also inbuilt robust processes which also means all communication is handled in a professional and efficient manner.
Can’t recommend JM Finn enough, trust them implicitly.
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
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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.
To contact Richard, please see his Invesdaq profile.
