Charlie joined JM Finn in 2018 having graduated with a 2:1 in Archaeology from Cardiff University. He currently works alongside Toby Clarkson and Michael Holder and is in the process of completing his CISI Chartered Wealth Manager qualification. Charlie also assists Scott Avent in his coverage of the UK Equity Income sector for JM Finn’s collectives research team.
Outside of work Charlie enjoys sailing, cricket and spending time in the countryside.
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