JM Finn
Sam Richley has accumulated over nine years of experience in the investment sector, primarily with JM Finn since February 2016, progressing through various roles including Desk Assistant, Investment Assistant, Assistant Investment Manager, and currently serving as Investment Manager. Prior to this, Sam Richley worked as a Graduate Solution Consultant at Sopra Banking Software from September 2014 to February 2016. An academic foundation in Psychology was established at Durham University, where a Bachelor of Science (BSc) degree was earned from 2011 to 2014.
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.