Directors

James Edgedale

James is the Chairman of JM Finn & Co and he has 24 years experience in the industry. He joined JM Finn & Co in 1984 from University, became a Partner in 1990, Senior Partner in 2000 and on incorporation Chairman. He splits his time between the day to day Company issues and looking after a large number of client portfolios, including private clients, trusts, pension funds and charities.

David Barstow

David is responsible for the Leeds Office. He joined JM Finn & Co in 2005 and had previously been a Partner in the Harrogate firm of Cawood Smithie. However, his career started in Industry where he worked for I.C.I/Zeneca for over twenty years mostly in the Agricultural /biotechnology sector as Managing Director of one of their businesses.

Charles Beck

Charles joined JM Finn & Co in 1979 from the Bank of England's Economic Intelligence Department, became a partner in 1984 and has had a variety of roles in the company. Charles is Compliance Director and has overall responsibility for I.T.

Toby Clarkson

Toby manages portfolios from our Bristol office. He joined JM Finn & Co in 1999 having been a director of Greig Middleton and prior to that Allied Provincial Securities.

Roger Cosslett

Roger joined JM Finn & Co in 1986, becoming a Partner in 1993. Following the incorporation of the company in 2006 Roger is now a Director responsible for managing portfolios on behalf of a wide range of private clients, trusts, pension funds and charities.

Paul Dyas

Paul joined JM Finn & Co in 1993 having graduated from Reading University. He became a Partner of JM Finn & Co in 2000 and after incorporation joined the Board as a Director. Paul manages funds for a range of traditional Private Clients, Pension Funds, Trusts and Charities.

Paul Farrant

Paul started his career in the Far East, joined JM Finn & Co in 1980 becoming a Partner in 1987. He manages private clients, trusts and charities. In addition to being on the board with responsibility for marketing he is also a Director of APCIMS.

John Finn

John currently looks after a range of private and charity clients. In 1998 he began the Company's corporate activities which have subsequently grown into FinnCap, our successful NOMAD and corporate adviser/broker subsidiary. John is a nephew of our Founder and joined the firm in 1962.

Matthew McEneaney

Matthew joined the private client department at JM Finn & Co in 1992 and became a Partner in 1995. Matthew spent his early years as a stockbroker with Henry Cooke Lumsden.

Tom Rebbeck

Formerly a director of Greig Middleton , Tom joined JM Finn & Co in 1999 . He works in the Bristol office and manages funds for Private Clients, Trusts, Pensions and Charities.

Steven Sussman

Steven joined JM Finn & Co in 1997, became Managing Partner and on incorporation Managing Director. Prior to J M Finn & Co, Steven spent 12 years at Granville Plc where he held the position of Group Finance Director.

Simon Temple-Pedersen

Simon began his career in investment management in 1992 joining JM Finn & Co in 2000 where he is responsible for managing investment portfolios for a range of private clients, trusts and, in particular, both private and corporate pension funds. Simon is both a member of the board as well as the firm's Management Committee.

Robin Ward

Robin joined JM Finn & Co straight after graduation from Newcastle University. In Addition to managing private client funds, Robin is the director in charge of dealing operations.

The investment process

Individual investment managers at JM Finn & Co have a very considerable degree of freedom and flexibility in their decisions.

We have always believed that any investment decision must be driven by the requirements of the individual client and the personal convictions of the investment manager. We do not impose any “off the shelf” solution.

Our investment process’s focus is therefore to assist the individual manager to achieve these aims. Our investment process aims:

To encourage the generation of high quality investment ideas
To ensure these ideas are communicated efficiently around the Firm
To ensure that the risk factors associated with any ideas are properly assessed

The process includes various meetings which form its framework and within it, investment managers can fulfil their responsibilities to clients with freedom and creativity.

In implementing this approach, the investment managers have significant resources at their disposal:

All have direct access to research from dozens of external sources, from the largest global investment banks to more locally focussed regional firms;
This is supplemented by information such as fundamental data from company accounts and a wide range of journals from around the world;
Our in-house research capability draws on sell side research, fundamental industry analysis and meetings with companies to produce investment recommendations;
We set great store by actually meeting companies, rather than just reading about them. Our Senior Research Officer accordingly arranges for various companies to present in-house to investment managers.