JM Finn
Simon Tufnell has extensive work experience in the investment industry. Simon currently holds the role of Investment Director at JM Finn. Simon previously worked as an Investment Manager at Smith & Williamson for a period of ten years before joining JM Finn in 2009. In addition to their work in finance, Simon has recently taken on the position of Deputy Lieutenant of Hampshire with the Hampshire Lieutenancy.
Simon Tufnell attended Radley College from 1990 to 1995. Then, from 1996 to 1999, they pursued a Bachelor of Science degree in Geography at the University of Exeter.
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.