Insights

Strong Market Presence JM Finn manages over £10 billion in assets across nearly 20,000 clients, demonstrating a sizable and diversified client base that presents opportunities for tailored wealth management and advisory services.

Recent Leadership Expansion With the appointment of a new CTO and non-executive directors, JM Finn is investing in strategic leadership and technological capabilities, opening avenues for innovative financial products and digital solutions.

Recognition and Awards Winning awards such as Best Wealth Manager of the Year enhances JM Finn’s reputation, positioning it as a trusted partner for high-net-worth clients seeking premium investment management services.

Focus on Diversity and Inclusion Launch of initiatives like Wealth in Women indicates a commitment to addressing wealth gaps and engaging niche market segments, ideal for targeted product offerings and specialized advisory services.

Geographic Expansion Expansion to York and existing multiple office locations suggest growth strategies and increased regional presence, providing opportunities to offer localized services and capture new client segments.

JM Finn Tech Stack

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

  • Tableau
    Business Intelligence
  • Ansible
    Configuration Management
  • Font Awesome
    Font Scripts
  • Hootsuite
    Marketing
  • HSTS
    Security
  • Google Tag Manager
    Tag Management
  • VMware
    Virtualisation Software
  • X-Content-Type-Options
    Web & Portal Technology

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
94%
Last@jmfinn.comDoe@jmfinn.com
3%
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 3 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 2025, JM Finn's annual revenue is estimated to be $880K.

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 5239 - Other Financial Investment Activities.

How many employees does JM Finn have currently?

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As of October 2025, JM Finn has approximately 319 employees across 3 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 Investment Management industry.

What technology does JM Finn use?

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JM Finn's tech stack includes TableauAnsibleFont AwesomeHootsuiteHSTSGoogle Tag ManagerVMwareX-Content-Type-Options.

What is JM Finn's email format?

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JM Finn's email format typically follows the pattern of First.Last@jmfinn.com. 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

Investment ManagementUnited 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
5239 - Other Financial Investment Activities
Founded
1946
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    JM Finn's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    JM Finn's revenue is estimated to be in the range of $100M$250M

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