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Insights

Client-Centric Wealth Management JM Finn's focus on simplifying financial challenges and developing long-term relationships with clients positions it as a trusted advisor, presenting opportunities for cross-selling and expanding service offerings to cater to diverse client needs.

Robust Tech Stack Utilizing technologies like Power BI, Drupal, and Microsoft ASP.NET, JM Finn demonstrates a commitment to innovation and efficiency. Leveraging this robust tech stack can attract tech-savvy clients and open avenues for digital service enhancements.

Asset Growth and Client Base Expansion Managing over £10 billion in assets for nearly 20,000 investors across various locations showcases JM Finn's scalability. Expanding service reach to new geographical areas can tap into untapped markets and foster business growth.

Competitive Analysis Insights Benchmarking against similar companies like Charles Stanley, Brooks Macdonald, and Quilter provides valuable insights into market positioning and customer preferences. Identifying and capitalizing on competitive advantages is key to driving sales growth.

Diversification Opportunities Operating in the financial services sector alongside wealth management firms of varying sizes suggests room for niche specialization or diversification. Exploring new service niches or catering to underserved client segments can unlock new revenue streams.

Similar companies to JM Finn

JM Finn Tech Stack

JM Finn uses 8 technology products and services including Power BI, Drupal, Font Awesome, and more. Explore JM Finn's tech stack below.

  • Power BI
    Business Intelligence
  • Drupal
    Content Management System
  • Font Awesome
    Font Scripts
  • Microsoft
    Miscellaneous
  • X-XSS-Protection
    Security
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Microsoft ASP.NET
    Web Frameworks

Media & News

JM Finn's Email Address Formats

JM Finn uses at least 1 format(s):
JM Finn Email FormatsExamplePercentage
First.Last@jmfinn.comJohn.Doe@jmfinn.com
93%
Last@jmfinn.comDoe@jmfinn.com
4%
First.Middle@jmfinn.comJohn.Michael@jmfinn.com
3%

Frequently Asked Questions

Where is JM Finn's headquarters located?

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JM Finn's main headquarters is located at 25 Copthall Avenue London, EC2R 7AH GB. The company has employees across 4 continents, including EuropeNorth AmericaAsia.

What is JM Finn's phone number?

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You can contact JM Finn's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JM Finn's official website and social media links?

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JM Finn's official website is jmfinn.com and has social profiles on LinkedIn.

How much revenue does JM Finn generate?

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As of October 2024, JM Finn's annual revenue reached $75M.

What is JM Finn's SIC code NAICS code?

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JM Finn's SIC code is 1611 - Highway and Street Construction, Except Elevated Highways NAICS code is 484220 - Specialized Freight (except Used Goods) Trucking, Local.

How many employees does JM Finn have currently?

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As of October 2024, JM Finn has approximately 296 employees across 4 continents, including EuropeNorth AmericaAsia. Key team members include Chief Executive Officer: H. B.Chief Operating Officer: M. H.Chief Financial Officer (cfo): D. M.. Explore JM Finn's employee directory with LeadIQ.

What industry does JM Finn belong to?

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JM Finn operates in the Financial Services industry.

What technology does JM Finn use?

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JM Finn's tech stack includes Power BIDrupalFont AwesomeMicrosoftX-XSS-ProtectionreCAPTCHABootstrapMicrosoft ASP.NET.

What is JM Finn's email format?

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JM Finn's email format typically follows the pattern of . Find more JM Finn email formats with LeadIQ.

When was JM Finn founded?

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JM Finn was founded in 1946.
JM Finn

JM Finn

Financial ServicesLondon, United Kingdom201-500 Employees

By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. 

Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning.

Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, York and Winchester.

Section iconCompany Overview

Headquarters
25 Copthall Avenue London, EC2R 7AH GB
Phone number
Website
jmfinn.com
SIC Code
1611 - Highway and Street Construction, Except Elevated Highways
NAICS Code
484220 - Specialized Freight (except Used Goods) Trucking, Local
Founded
1946
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    JM Finn's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    JM Finn's revenue is in the range of $50M$100M

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