Biography
David is an Investment Assistant at JM Finn who joined in 2014 after graduating from the University of Birmingham where he studied Money, Banking, & Finance. He is a member of the Chartered Institute for Securities & Investment holding a level 4 qualification as he finishes his Chartered Wealth Management Masters. David has performed various back and middle office functions before joining Andrew in the front office over 3 years ago. He now takes a primary role in handling the Execution Only business for private and institutional clients as well as organising the firm’s participation in new issues and IPO’s. David is a keen sportsman, previously playing county cricket and football at various levels.
JM Finn’s Head of Investment Office Jon Cunliffe and Associate Wealth Planner Charles Barrow dissect the Budget’s impact on the economy and personal finances.
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the latest market update.
Investment Director Lucy Coutts and Head of Wealth Planning Anna Murdock offer their initial opinion of the Autumn Budget.