Biography
Ann joined JM Finn in 2006 from an accountancy firm. Since joining JM Finn, Ann has achieved her CISI Fundamentals of Financial Services Certificate (Level 2). Ann has worked for the Charities Team with Mark Powell, Sam Barty-King and Alison Finney since 2017, assisting with administrative needs of the team. Ann lives in Kent with her family and enjoys paddle boarding and scuba diving.
Investment Director Charles Bathurst-Norman covers the salient points from Q2 2025: Trump is pressuring the US Federal Reserve to cut rates, while tax rises in the UK appear to be on the cards.
Our July investment update video covers the effects of the weaker dollar and US current account and fiscal deficits.
The question of possible measures to increase the UK’s energy independence has come back into the spotlight amid this week’s events in the Middle East.