Biography
Charlotte joined JM Finn in 2013 from an IFA in Surrey and has worked alongside Paul Dyas since 2017, assisting with investment and client relations. She is a member of the Chartered Institute for Securities & Investment, holding the Investment Advice Diploma (Level 4). Charlotte lives in London and is a keen runner, having recently completed her first marathon, she enjoys concerts and the theatre and is heavily involved with a number of charities.
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.