
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
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the positive returns in equities and bond markets despite volatility.
Advances in AI workflow tools have sparked both a sell-off in some professional services company shares, as well as debate around whether or not AI could fully replace them.
Watch JM Finn’s Head of Investment Office explains how he cuts through daily geopolitical information overload to focus on the real drivers of financial markets.


