JM Finn
Sam Jones currently works as an Investment Assistant at JM Finn since October 2021. Prior to this role, Sam was an Associate and Front Office Assistant at Brown Shipley from September 2016 to February 2022, where they were involved in client servicing and provided informed financial advice. Sam holds a Bachelor's degree in City/Urban, Community, and Regional Planning from Cardiff University. They also attended Cheltenham College and Rendcomb College for their earlier education.
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.