J.M. Finn & Co.Ltd
Discretionary investment management and wealth planning for private and professional investors in the UK
About J.M. Finn & Co.Ltd
J.M. Finn & Co. Ltd, trading as JM Finn, provides discretionary investment management and wealth planning, including pensions planning and inheritance tax portfolio services. Each client is assigned a dedicated investment manager who is responsible for their portfolio.
Clients are private and professional investors, including families whose portfolios the firm manages across generations, and charities. The firm's investment advice is restricted under FCA rules. Its 2025 client survey drew 1,747 responses.
The firm's London office is in the City of London, with other offices in Bury St Edmunds and York. The website states that the firm was founded as a partnership in 1946; the registered company was incorporated in 2006. Its parent company is Delen Private Bank. Current vacancies are listed for early talent and experienced hires.
Product: Discretionary investment management, wealth planning, pensions planning and an inheritance tax portfolio service.
Jobs at J.M. Finn & Co.Ltd
Leadership
- Hugo Bedford · Chief Executive OfficerSource: company website
- Mark Haines · Chief Operating OfficerSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Tag ManagerMedium confidence
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- Integration code on pageinline script loader
Content management
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Frontend frameworks
- GatsbyMedium confidence
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- ReactMedium confidence
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Hosting
- AWSMedium confidence
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- NetlifyHigh confidence
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- Response headerx-nf-request-id
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Privacy & consent
- CookieYesHigh confidence
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.