Insights

Strong Market Position JM Finn manages over £10 billion in assets for nearly 20,000 clients, demonstrating a well-established presence in the investment management sector with a loyal and diverse client base. This indicates potential for expanding services to existing clients and attracting high-net-worth individuals.

Recent Leadership Growth The appointment of a new Chief Technology Officer and addition of independent non-executive directors highlight a focus on strengthening leadership and governance. This opens opportunities to offer tailored technology solutions and strategic advisory services to support their evolving growth plans.

Recognition and Awards Receiving awards for Best Wealth Manager signifies a reputation for quality and excellence. This environment could be receptive to premium financial products, advanced wealth management tools, or marketing partnerships aimed at reinforcing their status and client trust.

Expansion Strategy With recent office relocation to York and multiple regional offices, JM Finn is actively expanding its geographic reach. This expansion provides opportunities to offer localized services, digital engagement solutions, and regional marketing collaborations to enhance their market penetration.

Innovation Focus The launch of initiatives like 'Wealth in Women' and investment in advanced technology signals a commitment to innovation and targeted wealth strategies. There is a potential to introduce specialized financial products, data analytics services, and digital platforms tailored to their focus on client-centric solutions.

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

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 December 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 December 2025, JM Finn has approximately 323 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 ManagementEngland, 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

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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