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
Cheltenham
GL50 1HX
How did JM Finn’s Investment Management Service portfolios perform in February?
Head of Investment Office Jon Cunliffe and Fund Manager Nina Etherton discuss the global equity gains amid mixed macroeconomic data in February.
Signs of economic improvement are emerging in the UK as inflation falls and consumer confidence stabilises.