JM Finn & Co
Overview
JM Finn & Co is a UK-based investment management firm offering personalized investment management services. The firm provides a range of services, including wealth planning, advisory services, tax-efficient investing, managed portfolio services, inheritance tax portfolio services, and discretionary portfolio management. JM Finn & Co has received several industry awards, such as Best Wealth Manager 2024 and Best Charity Investment Service 2025, reflecting its commitment to excellence in client service and investment management.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about JM Finn & Co
What sectors does JM Finn & Co invest in?
JM Finn & Co invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in London, United Kingdom. JM Finn & Co is listed as a private investment firm in the ConnectSafely investor database.
What stage does JM Finn & Co invest at?
JM Finn & Co backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does JM Finn & Co invest in?
JM Finn & Co invests across United Kingdom.
What companies has JM Finn & Co invested in?
JM Finn & Co's portfolio includes BP, Royal Bank of Scotland, Sainsbury's, Legal & General, Diageo, Unilever, British American Tobacco and Imperial Brands.
How do I contact JM Finn & Co?
JM Finn & Co's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
