JM Finn
Michael Mathias is currently a Trainee Investment Manager at JM Finn, where responsibilities include assisting Senior Investment Managers and studying for the Investment Advice Diploma through CISI. Previous experience includes a role as a Wealth Planning Intern, providing administrative support at JM Finn, and an Analyst position at Intertek, focused on chemical analysis in pharmaceuticals. Additionally, Michael worked as a Domain Recycler at Uniregistry, generating significant revenue through missed sales opportunities, and completed internships at Quilter Cheviot Ltd and DSM Chartered Accountants, gaining exposure to investment management and accountancy functions. Michael holds a Master's degree in Finance and Investment Management from the University of Liverpool and an MChem in Chemistry from The University of Manchester.
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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.