- Good Money Guide experts rate JM Finn as a very good wealth manager, highlighting their high-quality, personalised investment management service tailored to the needs of private and professional investors. They have consistently won awards for best wealth manager from 2021 to 2024, and their competitive pricing, with a flat 1.1% annual management fee, is noted as a significant advantage, although the lack of fee transparency on their website is a drawback.
- Across 108 user reviews on Good Money Guide, averaging 4.8/5, customers frequently commend the personal service and strong client relationships, noting that the team is responsive and attentive to individual needs. Many reviews highlight the effectiveness of investment strategies and the clarity of communication regarding investment decisions. However, some users mention a desire for more transparency regarding fees.
JM Finn Expert rating
Our expert rating is the average of the areas listed here, each scored out of 5 by our team.- Wealth Management Rating5.0
Pros
- Competitive pricing
- Diverse portfolios
- Advisors and execution-only services
Cons
- Does not display fees on website
See full expert review
Our verdict
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.
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.
JM Finn Customer reviews
Customer ratings come from reviews left on this site. Every review is read and approved before it is published.Based on 108 reviews
- Excellent90%
- Very good5%
- Basic5%
- Poor1%
- Bad0%
What customers like
- Excellent personal service
- Strong client communication
- Knowledgeable and professional team
Read customer reviews
Excellent
Client Relationship, Investment Performance and Wealth Planning
Knowledgeable
Stays up to date of changing markets
Trust
It is professional in all sectors!
Understanding
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.
Client orientated excellence.
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.
confidence
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.
Brilliant
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
Good
It invests well in shares. Hi
Success
Good communication and splendid results
Imaginative
Personal interest.
Prepared to back their hunches
Passionate
User friendly
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.
Brilliant
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.
Personal interest
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.
Excellent
They do all that is required to offer an excellent service to their client.
Understanding Friendly
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
Well Balanced, pragmatic and sensible personal investment
Assured
They get good returns with a reassuringly personal service which makes you feel a valued client and part of the decision-making process.
Good outcomes
Invest money and communicates well with clients
Service
It provides a wonderful personal service for clients.
Personalised!
They still treat people like people – not numbers.
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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.
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