JM Finn
Ben Beckett is an experienced Investment Manager at JM Finn, where Ben has held various titles since October 2016. Prior to this, Ben worked as a Summer Intern at J M Finn & Co in 2014. Ben also has extensive experience as a Desk Assistant at EAST ANGLIAN MOTOR AUCTIONS (NORWICH) LIMITED. Ben holds a Diploma in Wealth Management (Level 7) from The Chartered Institute for Securities & Investment, an Investment Advice Diploma (IAD) (Level 4) from the same institute, and a degree in Economic History MA from The University of Edinburgh. Their educational background includes A-levels and GCSE from Gresham's School and Town Close House.
JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.