JM Finn & Co

JM Finn is a leading UK-based investment management firm, dedicated to helping individuals, families, charities, and institutions protect and grow their wealth across generations.

Founded in 1945, JM Finn has built a reputation for delivering personalised investment services with a strong emphasis on long-term relationships. With over 80 investment professionals across offices in London, Bristol, Bury St Edmunds, Cheltenham, Winchester and York, the firm combines deep expertise with a commitment to exceptional client service.

JM Finn serves a diverse client base, from first-generation wealth creators to multi-generational families. The firm offers a range of services including:

Investment Management

Wealth Planning

Retirement Planning

Pension Consolidation and Investing

Estate Planning

IHT mitigation advice and portfolio investing

The firm's approach is rooted in understanding each client’s unique goals, values, and circumstances, ensuring that investment strategies are aligned with their long-term aspirations.

As part of Delen Private Bank, JM Finn benefits from the backing of a well-capitalised parent group while maintaining its independent ethos and client-first culture.

JM Finn’s services are designed around three core objectives: growing wealth, protecting assets, and planning for the future. The firm works closely with clients’ existing advisers and professional partners including solicitors, accountants, and trustees to deliver integrated solutions that reflect the complexity of modern wealth management. Its investment philosophy is grounded in active management, rigorous research, and a disciplined approach to risk.

If you are interested to hear more about how the firm can help, please get in touch:[email protected]

JM Finn has over 300 employees and is headquartered in London, with regional offices across England. The firm continues to grow by staying true to its founding principles: personal service, integrity, and long-term thinking.

Bristol

22-24 Queen Square, Bristol

BS1 4ND

01179210550

[email protected]

Bury St Edmunds

60 Abbeygate Street, Bury St Edmunds

IP33 1LB

01284770700

[email protected]

Cheltenham

67 Rodney Road, Cheltenham

GL50 1HX

02037971572

[email protected]

London

25 Copthall Ave, London

EC2R 7AH

02037971572

[email protected]

Winchester

Regency House, 13 Clement Street

Winchester SO23 9HH

01962392130

[email protected]

York

Hudson Quarter

Toft Freen, York, YO1 6JT

01904937230

[email protected]