JM Finn
Mark Jeffreys worked as an Investment Manager at Williams De Broe Limited from September 2009 to October 2011. Following this, Mark Jeffreys transitioned to JM Finn & Co where Mark currently holds the position of Senior Investment Manager. Prior to their current role, Mark Jeffreys was an Investment Manager at JM Finn & Co.
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.