Andrew is the Head of our Leeds branch and joined JM Finn in 2016. He had previously spent 9 years with UBS Wealth Management both in London and Yorkshire where he was responsible for the opening of their Leeds office. Originally from North Yorkshire, Andrew began his career in Investment Management in 1997 in the United States with Fidelity Investments.
Andrew has an MBA from New York University, is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investments. In his spare time Andrew coaches junior rugby in York where he lives with his wife and two children and is a visiting professor at the York Business School.
Are there better times ahead? We discuss tech stocks, inflation, Omicron and geopolitical tensions.
James Godrich provides insight into the performance of the CSI funds in Q4 2021, including his holdings in PayPal and Sage.