Date office opened: 1996
Number of clients: 1750
Assets under management: £800m
Average portfolio size: £500k
• Evenlode Income
• Artemis Global Income
• Troy Trojan
Q&A with Simon Temple-Pedersen, investment director, JM Finn, Bristol (pictured below):
What is your typical client demographic?
With our highly bespoke approach, typical demographics rarely exist. However, in addition to more traditional trusts and private client work, the management of pension assets continues to grow strongly.
What differentiates your region?
Those of us who live in the South West of England almost certainly recognise the attraction of being beyond London and the home counties in the most beautiful part of England.
What challenges are facing your local area?
With communications as they are, particularly the advances in videoconferencing, these days there really are very few challenges to be operating in the South West.
What is the best thing about living in your region?
While we have clients spread across the UK, our concentration is not surprising in the South West where we are blessed with the beauty of the countryside, while having such an important regional hub as Bristol.
What is a typical regional saying in your region?
‘Gert lush!’ Used to place an emphasis on something.
What is your office motto?
Put clients first and never be greedy.