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
As Andy Burnham is poised to become the UK’s new Prime Minister, there is a stark difference between the way the IMF and the UK’s business leaders view the change.
Watch our latest market update video with Fund Manager James Godrich and Head of Investment Office Jon Cunliffe.
Watch the June video update on the JM Finn Investment Management Service.