About JM Finn
Dedicated charity specialists with a rich history of excellence.
JM Finn is a UK leading wealth management company with a history dating back to the end of World War Two. Our commitment to providing the highest level of personal service to clients has remained a constant throughout: today, we manage over £12 billion of client assets, investing on behalf of individuals, charities and not-for-profit organisations.
Why choose JM Finn?
- High levels of personal service and communication
- Robust investment process
- Efficient and experienced in-house administration team
- Commitment to trustees and their charities - regardless of size
JM Finn’s Charities Team was set up 20 years ago: since then,
it has grown to become a flagship part of JM Finn’s service.
A personal service for charities of all sizes
We work with a diverse range of charities and not for profit
organisations who make an essential contribution to public life – and their
investments are often the cornerstones of the success of the charitable body.
Regardless of your organisation’s size, sector or organisation
structure, our Charities Investment team will work collaboratively with you, keeping
your investment mandate front and centre in our decision making. Whether your
charity is large or small and you are an experienced or novice investor, you
and your fellow trustees will receive the same high level of personal service.
An award-winning leader in charity investing
This consistency in service quality has given us an outstanding reputation in UK charity investing, winning Best Charity Investment Service at the City of London Wealth Management Awards in five of the last six years.