JM FINN is an award-winning, independent wealth management firm based in London that aims to simplify the financial challenges that investors face, to protect and nurture wealth across generations.
Customer Reviews
Use discretionary advice, good results
Use discretionary advice, good results
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
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
1/5
Pros:
The personal service
Cons:
nothing
5/5
Pros:
Personal service
Cons:
online investing
1/5
Pros:
Do not know them
Cons:
Do know them
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
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
5/5
Pros:
Accessibility/Informative and user friendly
Cons:
The JM Finn team are always contactable for queries. We have no complaints
5/5
Pros:
Responsiveness
Cons:
Nothing identified
3/5
5/5
Pros:
Information
Cons:
Nothing
5/5
Pros:
Easy to use
Cons:
nothing
5/5
Pros:
Advice
Cons:
Excellent already
5/5
Pros:
Speed
Cons:
Pricing
5/5
5/5
Pros:
Client service
5/5
Pros:
Great customer service
Cons:
Investment platform could be better
5/5
Pros:
The staff are attentive, know my specific needs and are highly responsive
Cons:
Keep doing what they are doing
5/5
5/5
Pros:
Comprehensive view of portfolios
5/5
Pros:
Easy to use
5/5
Pros:
Ease of use
5/5
Pros:
the personal relationship with the investment manager
5/5
Pros:
The personal service delivered
Cons:
nothing to note
5/5
Pros:
Personal service
Cons:
All good
5/5
Pros:
amazing service
Cons:
better app
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.
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Awards
JM FINN has won our award for best wealth manager in 2023, 2022 and 2021.
Richard’s Review
JM FINN Review
Name: JM FINN
Description: JM FINN won our award for best wealth manager in 2023, 2022 and 2021. JM FINN offer a high quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors.
Summary
JM FINN offer a high-quality, personalised investment management service that aims to meet the individual demands of today’s private and professional investors.
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Pricing
(4.5)
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Market Access
(4.5)
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Online Platform
(4.5)
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Customer Service
(4.5)
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Research & Analysis
(4.5)
Overall
4.5I’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. But mainly I shall blame everyone else.
When I was 21 I was given some money. Not a huge amount, but enough to invest rather than keep in the bank. I remember my parents handing me the cheque on my birthday and saying something along the lines of not placing it up a wall at uni.
That was the extent of my financial education. So off I tottled to Lloyds Bank on Putney High Street. The advisor (who wasn’t much older than me) was suggesting a mix of local, emerging and global markets, but to be honest, I couldn’t have been less interested in what he was talking about.
There was some discussion about past performance percentages and I’d done some rough calculations in my head that when I reached 25 (and could get insured) it may have grown enough to buy a moderate sports car. I recall not really understanding what Scottish Widows investment I was actually in. But it was generally linked to the FTSE 100 performance, as well as a few foreign markets.
I was 21 in November 2000, the FTSE was trading around 6,400. Happy in the knowledge that my investment would perform as before, I went to start a career in New York on the NYMEX Crude oil trading floor. It was a wonderful experience but heavily focused on intra-day trading and inter-month/asset arbitrage. You were always flat at the end of the day. A type of trading I learned to love, and still do, although with increased market efficiencies it doesn’t really exist nowadays.
However, when the market crashed the following summer after I was back for my second internship, I was transferred to the London IPE Brent oil floor, by now the FTSE was approaching 4,000. Taking an initial loss of around 40% on an investment that was supposed to be relatively safe seemed insane. So “sod this”, I thought, took the hit and decided to spend the next few years trading on my own ideas pursuing a career in the stock and derivatives markets.
The rest, as they say, is history, the markets rose, The World did not end, it would have all been alright in the end.
I wish back then I’d been introduced to financial planning earlier. I wish I’d had someone to talk to and bounce ideas off. Explained the differences between short, medium and long term risk. Of how dips in the market for long term investing are not necessarily a bad thing.
Wealth management services and education are more available than ever nowadays. But it’s still not being pushed in schools, which is arguably when it is most important. Innovative digital platforms are providing instant access (and gratification) to longer-term investment products. Which is great, everyone should start saving and investing as soon as possible.
But I still think there is a danger in not actually having anyone to explain it to you. Of having the ability to ask questions. For someone who’s been involved in the markets for decades to say that the market has crashed before, it will crash again, and this is what you should do about it.
So, are digital platforms the right place for the younger generations to place their money and trust in? Or should they still be looking to the traditional wealth manager for advice and investment management services?
I think it’s a combination of both.
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 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.
