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.

Finance

Investment Management

JM Finn

Hugo Bedford

Matthew Wookey

Daniel Vile

Charles Croggon

Adam Dawe

Oliver Tregoning

William Doe

Simon Tufnell

Sam Barty-King

Paul Dyas

Neville Horn

Karen Lau

Hugo Till

Howard Cockburn

Freddy Colquhoun

Edward de Vere Hunt

Clare Gore Langton

Christopher Barrett

Charles Bathurst-Norman

Andrew Mann

Andrew Cumming

Gary Merrick

Jon Cosson

Dominic May

Todd Babington

Alison Jackson

Sir John Royden

Arlene Kearney

The Analyst Team at JM Finn plays a crucial role in supporting the company's mission to simplify financial challenges for investors and protect wealth across generations. Team members provide diverse expertise, including researching investment opportunities, analyzing portfolio risks, managing business projects, ensuring client success, supporting trade operations, and maintaining technical infrastructure. Their collective efforts contribute to building long-term client relationships and managing over £10 billion in assets.

Analyst Team

Investment Management Team

Administration and Client Services

Analyst Team

About

Team members

Other teams at JM Finn

Investment Management Team

Administration and Client Services