JM Finn & Co has had an office in East Anglia for over ten years. Located in Bury St Edmunds, the firm established a presence in 2006 following the hiring of three investment managers. A year later, a further team joined the firm from a base in Ipswich. Today, all twenty staff in East Anglia are based in our Bury St Edmunds office at 60 Abbeygate Street placing the firm as one of the leading local investment management businesses.
The team manages and administers investment portfolios on behalf of private clients, charities and trusts via our personalised approach to portfolio management.
As award-winning investment managers, we focus on managing investment portfolios across a range of structures, including Pensions (SIPPs & SSASs), ISAs, Trusts and Offshore Bonds. We work closely with third party advisers including Independent Financial Advisers, who can help our clients determine how best to structure their investment portfolios.
Branch head: Brett Bayliss