May24486 Best Bespoke Wealth Management Firm 2024 & Client Service Excellent Award JM Finn stands out from the UK investment crowd as a paragon of integrity and service. Its commitment to a highly varied client base across many budgets and degrees of knowledge evens the playing field for those seeking to build or protect wealth. Its mission evolves on a person-to-person basis, shaped by individuals’ investment goals, which the firm realises with consistent diligence and flexibility. Since 1946, JM Finn has delivered personalised wealth management with a unique focus on every client. This translates to simplified investing, an alignment with clients’ personal goals, and wealth fostered and protected across generations. Among a crowd of peer companies led by process and profitability, JM Finn prefers the human touch, seeing the importance of the person behind the wealth its team is trusted to manage. The services on offer range from comprehensive portfolio management and advisory services to retirement and pension planning. They span a client’s lifetime, tailored to large and small accounts alike. Regardless of the sum of money a client would like to invest, JM Finn provides a bespoke solution, be that expert advice or taking control of investments on clients’ behalf. As a privately owned company, shareholders’ needs do not take precedence over those of its clients, and it is therefore comfortable making informed long-term decisions without the driving pressure of short-term gain. The firm primarily serves private clients, and it positions wealth managers as their first point of contact, which ensures that each client benefits from a consistent relationship with the person who is responsible for their portfolio. JM Finn believes that this promotes accountability and a true alignment with clients’ needs. Client success remains both a priority and a continued metric of success for the firm, building long-lasting, mutually profitable relationships. JM Finn’s mission to deliver transparent and accessible investing solutions includes a pricing model which matches a client’s means to the services on offer. Investment management services are charged based on the amount that’s invested, and wealth planning is charged at an hourly rate which adjusts based on the seniority of the planner. These charges are broken down simply and comprehensively, assuring a no-surprises transaction whatever the service. Its discretionary portfolio management approach pairs each client with a dedicated manager, allowing for 24/7 access to their portfolio and associated documents, and places an emphasis on face-to-face communication when convenient. For those without the time or requisite knowledge to manage their investment journey, JM Finn steps in to provide the ideal solution. “Whatever stage of life you are at, we can help you to cultivate and protect your finances. Our comprehensive wealth service incorporates two distinct but complementary services: wealth planning and investment management. ” When clients give an investment manager control of their portfolios, the firm is well aware of the level of the trust this implies, and it certainly does not take it for granted. Tight security is among the pillars of the firm’s business, meaning assets are secured by layers of advanced cybersecurity and ringfencing which separates client assets from the company’s. Withdrawals are also subject to strict procedures as part of the effort to combat fraud. It is not solely corporate responsibility, but the firm’s profound respect for its clients’ protection and investing experience which drives efforts to protect them at all costs. JM Finn knows that to support its clients, it must first support its staff, and this attitude shines through in the supportive atmosphere its people enjoy. It works with the combined attitudes of accountability, integrity, and respect. Individual thought and responsibility is encouraged, as well as a focus on how decision-making affects staff at every level. The firm aims to maintain optimal working conditions and drive outstanding performance, though it refuses to compromise its principles in the pursuit of excellence, instead aiming high in strict accordance with its core values. It is rare to find a company which displays the virtues which run through every facet of JM Finn’s service. Clients are respected and offered first-class, transparent, and bespoke investment and wealth planning services which uphold exacting standards of security and diligence. Its distinguished record of client satisfaction is not at all surprising, yet it continues to outdo itself, honing its offering further with every passing year and every client served. Contact: Oliver Tregoning Company: J M Finn Web Address: www.jmfinn.com
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