JM Finn
James Thomas is an accomplished Investment Manager at JM Finn since July 2015, specializing in Private Client Fund Management. James holds a CISI Level 7 Chartered Wealth Manager Qualification and has successfully passed Level I of the CFA Program. Prior to joining JM Finn, James gained experience at LGT Vestra LLP during a work placement in July 2013. James completed a Bachelor of Science with Honours in Chemistry, specializing in Medicinal Chemistry, from the University of St Andrews between 2010 and 2014. James received foundational education at Barnard Castle School from 2003 to 2009.
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.