Jm finn stockbrokers

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Our discretionary service appeals to charities of all sizes thanks to our client-driven investment approach, which sees us explore the individual investment requirements of the charity and its trustees. Entities are required to obtain a unique identifier as part of the new rules under MiFID II or suffer the consequences of their investment manager being unable to transact on their behalf. Ltd which is registered in England and Wales with number Ltd is authorised and regulated by the Financial Conduct Authority.

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J M Finn & Co - Stockbrokers - Bury St Edmunds, IP33 1LB

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Treating each client as an individual is at the heart of everything we do. Managing an investment portfolio requires many attributes, from a clearly defined investment mandate to well resourced research.

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An eye for investment. Building bespoke portfolios requires specialist knowledge and an eye for detail.

We aim to meet the demands of today's private investors by our commitment to offering a personal approach to portfolio management where your individual investment needs are our primary concern. With a Managed Portfolio Service and a unitised approach to discretionary portfolio management, we look to provide a flexible investment proposition for intermediaries and their clients. Your capital is at risk and the value of investments can fall, therefore you may get back less than you invested.