
Biography
Ian Posgate joined JM Finn in October 2025 and will help establish the firm’s new Cheltenham Office. Following 16 years with the British Army, spent primarily overseas, Ian decided to pursue a career in the financial services industry. Ian’s first role with EFG Harris Allday was as the Corporate Development Manager. During this period Ian attained his wealth management qualifications and was transferred to an investment management team based in Worcestershire, firstly as an Investment Assistant and then as an Investment Manager.
Ian Posgate is based in our Cheltenham office
JM Finn
Darwin House
67 Rodney Road
GL50 1HX
The office is currently being renovated and will open in Q1 2026.
Strategic partnerships are being formed between tech giants spanning AI, chip producers and hardware companies – creating infrastructure co-dependencies that could make the parties involved ‘too big…
Ongoing de-escalation of US-China tensions boosting growth in Asia; Eurozone lagging despite aggressive easing from European Central Bank.
Global equity markets buoyed by less severe than anticipated US tariffs.


