- 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
Not like the “big boys” – JM Finn has a more personal touch.
Professional
Looks after and understands the needs of clients.
Trustworthy
Great client communication.
Personal service
Client satisfaction installing trust and confidence with clear communications
Top Class Service
I’ve been a client of JM Finns for over 10 years. Edward De Vere Hunt and his team are excellent operators. They have provided great service and have become trusted advisors in supporting our investment growth.
Reliable & professional advisers
I have been a private client of Finns for more than 20 years and have always appreciated their investment guidance and advice. We have together weathered all difficulties experienced in world markets.
Excellent
I always receive excellent personal service.
Excellent personal service with consideration. Always fast response to queries
Mix of ISAS etc
They are good
They are good
4/5
Use discretionary advice, good results
Use discretionary advice, good results
3/5
Good long term advice and…
Good long term advice and service
5/5
Excellent service which goes the…
Excellent service which goes the extra mile.
do a great job for…
do a great job for me and my family
5/5
5/5
2/5
Pros:
Research
Cons:
More depth research
4/5
Pros:
confidence in the investment management
Cons:
reduce level of charges
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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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