


JM Finn Revenue
Investment Management • London, England, United Kingdom • 201-500 Employees
JM Finn revenue & valuation
| Annual revenue | $5,700,000 |
| Revenue per employee | $18,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $18,300,000 |
| Total funding | No funding |
Company overview
| Headquarters | 25 Copthall Avenue, London, EC2R 7AH, GB |
| Phone number | +445772581 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Pensions, Estate Planning, Retirement Planning, Inheritance Tax Planning, Charities, Financial Planning, Private Clients, Savings, Wealth Planning, Discretionary Portfolio Management, Professional Intermediaries, Personalised Investment Services, Aim Investing |
| Founded | 1946 |
| Employees | 201-500 |
| Socials |
JM Finn Email Formats
JM Finn uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@jmfinn.com), used 68.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@jmfinn.com | 68.1% |
{first name}.{last name} | john.doe@jmfinn.com | 30.3% |
About JM Finn
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.
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
JM Finn has 148 employees across 11 departments.
Departments
Number of employees
Funding Data
JM Finn has never raised funding before.
JM Finn Tech Stack
Discover the technologies and tools that power JM Finn's digital infrastructure, from frameworks to analytics platforms.
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UI frameworks
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CDN
JavaScript frameworks
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Analytics
Miscellaneous
Frequently asked questions
Key Contact at JM Finn
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