
Biography
Charlie joined JM Finn in 2018 after graduating with a 2:1 in Archaeology from Cardiff University. He currently works alongside Toby Clarkson and Michael Holder and is a Chartered member of the CISI. Charlie is also a member of the firm’s collectives committee with a focus on the UK Equity Income sector. Outside of work Charlie enjoys cricket and skiing and when time allows, sailing at his family’s home in Cornwall.
Charles Croggon is based in our Bristol office
JM Finn
22-24 Queen Square
Bristol
BS1 4ND
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.