JM Finn
Initial consultation free
Independent
A personal approach.
We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
We can advise you on
Clients
helped
11helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Sara Pereira
What our clients say
pa
PAM Awards
“....JM Finn’s [award] entry once again stood out from its peers by demonstrating the consistent manner in which its services are coordinated and delivered to help resolve real challenges.”
Compliance
The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable guide to future returns.
Legal information
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