Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

J M Finn

  • Min. account size

    £250,000
  • Company type

    Investment Manager
  • Ownership

    Part of a listed group
  • Size of wealth manager

    Large
  • Size

    UK Wide
  • Founded

    1945

J M Finn Factfile

Founded in 1945 as a partnership, today JM Finn is an investment manager owned by Belgian investment group Ackermans and van Haaren (AvH). Specialising in discretionary investment management and managed advisory relationships, JM Finn prides itself on bringing a traditional values of service and fairness to client relationships.

Contact person Investment manager
Fee structure Annual fee
Min. account size £250,000
Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee, hourly, Fixed
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Online dealing
Timezones UK
Margin accounts
Retail banking
Ethical investing
Philanthropy

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