JMFinn

Personalised investment and wealth planning services for private and professional investors.

[JMFinn @JMFinnWealth]

As our firm turns 80 this year, building client relationships face-to-face remains at the heart of what JM Finn do. Our team enjoyed an excellent weekend meeting new and existing clients in the sunshine – and even got to know some of their four-legged friends.

[JMFinn @JMFinnWealth]

We very much enjoyed hosting guests at the RHS Sandringham Flower Show for an exclusive private view and drinks reception at the Gurkha Welfare Trust Garden.

[JMFinn @JMFinnWealth]

Great to see our Head of Investment Office, Jon Cunliffe, on @CNBC Squark Box this morning sharing his thoughts on the key themes influencing markets, from interest rate expectations and AI investment to geopolitical developments in the Middle East.

[JMFinn @JMFinnWealth]

The JM Finn team enjoyed taking part in the Standard Chartered Great City Race. It was great to see so many colleagues taking part, enjoying a 5K through the City, raising money for charity and representing the firm together.

[JMFinn @JMFinnWealth]

As Andy Burnham is poised to become the UK’s new Prime Minister, there is a stark difference between the way the IMF and the UK’s business leaders view the change.

Read this week’s article from Investment Director Andrew Mann.
https://t.co/qSsA0GjWsE

[JMFinn @JMFinnWealth]

Summer Exhibition take 2: this time for breakfast @royalacademy
with a much smaller group of guests for another chance to view the eclectic range of works on the walls.

[JMFinn @JMFinnWealth]

In our latest edition of Prospects, Research Analyst Jack Summers takes a look at the diamond industry - from its history to the present day pressures that the natural diamond market faces from lab-grown disruptors.

https://t.co/pMn0FwQr3M

[JMFinn @JMFinnWealth]

No better place to watch T20 cricket than the JM Finn stand at @surreycricket.

What a privilege to be able to host on such a warm summer’s evening – and to see @surreycricket win in such style.

[JMFinn @JMFinnWealth]

As England advance through to the quarter finals in the World Cup, Investment Director Andrew Mann draws parallels with the UK market’s performance – and considers how its stocks are faring in comparison to others on the global stage.
https://t.co/wGjYMMXFdD

[JMFinn @JMFinnWealth]

Meeting companies is the backbone of our research process. Investment Manager Ben Hudson visited India to meet with many companies, fund managers and economists.

Read our special report based on Ben’s trip:
https://t.co/RP6b9AD44n

[JMFinn @JMFinnWealth]

As the 250th anniversary of US independence approaches, Head of Investment Office Jon Cunliffe shares his thoughts on how the US economy has developed since then – from just 1-2% of global GDP to an economic superpower today.

https://t.co/YEnrmdwCJ9

[JMFinn @JMFinnWealth]

What’s behind the UK’s £599 billion gender investing gap?

JM Finn Wealth Planner Rebecca Barrett sat down with Guy Roche at Compare Wealth Managers to discuss the factors behind the growth in female-held wealth.

https://t.co/fLQV3fp6W7

[JMFinn @JMFinnWealth]

Our summer edition of Prospects is out now. This issue looks at the changing fortunes of the natural diamond industry, global equities and bonds, the impact of rising UK gilt yields, and guidance on passing wealth to the next generation https://t.co/gF4JEkYKDu

[JMFinn @JMFinnWealth]

Following the successful IPO of @SpaceX which has catapulted Elon Musk into trillionaire status, a new class of wealth has emerged.

Read the latest article from Investment Director Andrew Mann:
https://t.co/sKvbG8BplN

[JMFinn @JMFinnWealth]

So lovely to see JM Finn’s partnership with @SissinghurstCC on the front cover of The Cake, the local parish magazine for Cranbrook & Sissinghurst Parish Council.

[JMFinn @JMFinnWealth]

With the SpaceX IPO set to launch today, Head of Investment Office Jonathan Cunliffe spoke to the Telegraph, expressing scepticism over claims being made to investors about SpaceX’s future growth potential.

Read the article in full:

https://t.co/P4sHRJx2c8

[JMFinn @JMFinnWealth]

SpaceX is on course for a record IPO. As stock exchanges move to accommodate the listing, Investment Director Andrew Mann considers the impact on passive funds, as well as on other as-yet unlisted AI-related companies.

Read in full:

https://t.co/9ZTEhQ4Vmv

[JMFinn @JMFinnWealth]

Recent US labour market data indicates that AI might be responsible for removing some jobs – but the long-term effect is far more nuanced.

Read the full article from Head of Investment Office Jon Cunliffe:
https://t.co/jge2oDyRDF

[JMFinn @JMFinnWealth]

Our Cheltenham branch is open! The new office was officially opened by Edward Gillespie OBE, the Lord-Lieutenant of Gloucestershire.

The ceremony was followed by an evening of drinks at the Nook.

[JMFinn @JMFinnWealth]

Investment Director Andrew Cumming is once again featured in the Spear’s 500 Index 2026 as a top wealth manager for high net worth clients, with the guide highlighting the UK’s leading experts in wealth, tax and law.
https://t.co/MFCskoYTlM