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© All Rights Reserved. ApplyBlast.com
J.M. Finn & Co. Ltd
A Wealth Planner provides financial planning advice to clients with a focus on retirement and estate planning. The role involves delivering superior advice, collaborating with investment managers, and maintaining technical knowledge in the wealth planning industry.
Headquarters
London, England, United Kingdom
Company Size
201-500 employees
Founded
1946
JM Finn is a UK-based wealth management firm with offices across the country, providing investment, portfolio management and private client services. The firm delivers tailored, scalable solutions—including discretionary portfolio management and personalised financial advice—to help individuals, families, trustees and charities pursue secure, long-term growth. JM Finn emphasizes close client relationships, experienced wealth managers and a client-focused approach to risk management, reporting and estate planning.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for J.M. Finn & Co. Ltd.
J.M. Finn & Co. Ltd didn’t post a salary, so this is our estimate from similar listings.