JM Finn
Sam Barty-King started working at HSBC Private Banking in 2001 as an Investment Manager. Sam then moved on to JM Finn in 2006, where they became an Investment Director, providing investment management services to private clients and charities.
Sam Barty-King began their education at Radley College from 1991 until 1996, where they studied Maths, Economics, and French. From 1997 to 2000, they attended Newcastle University where they pursued a Bachelor of Arts degree in Economics. Later, in 2005, Sam obtained a Chartered Fellow of the Securities Institute (Chartered FCSI) certification from The Chartered Institute for Securities & Investment (The CISI). The specific month and year of obtaining the certification are not provided.
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.