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JM Finn & Co
Oliver Tregoning's Company Details
We aim to meet the demands of today's investors with our commitment to offering a personal approach to wealth management, where your individual requirements are our primary concern.Integrating our wealth planning expertise with our high-calibre investment management heritage ensures JM Finn can provide an appropriate service for your needs.With a dedicated investment manager as the central point of contact, clients of JM Finn can expect a highly personalised service which allows for flexibility as and when circumstances change. Typically, our clients are looking to invest for the long term and see JM Finn as a trusted provider of sound investment and wealth advice. With a rich history of managing family investments, we tailor our services to suit investors' differing needs across multiple generations via a generally conservative approach to investing, which typically sees us seeking returns over multiple market cycles, as opposed to targeting quick gains. With over 100 investment professionals, we have £10.2 billion of funds under management and administration on behalf of over 18,500 clients (as at 31st December 2020). The firm is headquartered in London and has five regional offices around the country in Bristol, Bury St Edmunds, Cardiff, Leeds and Winchester.It is important to remember, that the value of investments, and the income from them, can go down as well as up and that past performance is no guarantee of future returns. JM Finn is authorised and regulated by the Financial Conduct Authority (FCA).