JM Finn
Jonathan Holley is a seasoned finance professional with extensive experience in investment management. Currently serving as a Senior Investment Manager at J M Finn & Co since February 1999, Jonathan previously worked as a Stockbroker at GERRARD INVESTMENT MANAGEMENT LIMITED from September 1995 to February 1999. Additionally, Jonathan held roles as a Business Development Manager and Trust Administrator at Barclays Wealth Management from September 1988 to September 1995. Jonathan's educational background includes attending Bristol Grammar School from 1981 to 1988.
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.