Insights

Strong Market Position JM Finn boasts a significant client base with over 20,000 investors and manages assets exceeding £10 billion, demonstrating a robust market presence and substantial wealth management opportunities in both personal and generational wealth sectors.

Recent Innovation The launch of the 'Wealth in Women' initiative highlights the firm’s commitment to addressing gender-specific financial needs, opening avenues to offer tailored wealth solutions and specialized investment advisory services targeted at women investors.

Technology Adoption With recent leadership hires such as a new CTO and investment in modern tech stacks including Azure Active Directory and PWA, JM Finn is actively enhancing its digital infrastructure, creating opportunities for sell-in modern wealth management solutions and cybersecurity services.

Expansion & Growth The expansion of office locations to York and the strengthening of the executive team indicate ongoing growth strategies, signaling potential for supporting additional branches or providing scalable financial technology solutions.

Recognition & Credibility Multiple awards such as Best Wealth Manager of the Year reinforce JM Finn’s reputation for excellence, making it a preferred partner for strategic alliances, additional service offerings, and premium financial products.

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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 Formats	Example	Percentage
First.Last@jmfinn.com	John.Doe@jmfinn.com	94%
Last@jmfinn.com	Doe@jmfinn.com	3%
First.Middle@jmfinn.com	John.Michael@jmfinn.com	3%

Frequently Asked Questions

Where is JM Finn's headquarters located?

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?

You can contact JM Finn's main corporate office by phone at

+44-20-7600-****

. 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?

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

How much revenue does JM Finn generate?

As of October 2025, JM Finn's annual revenue is estimated to be $880K.

What is JM Finn's SIC code NAICS code?

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?

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?

JM Finn operates in the Investment Management industry.

What technology does JM Finn use?

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

What is JM Finn's email format?

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?

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.