
Biography
James joined JM Finn in 2005 from The Bank of New York. Since joining JM Finn, James worked for several years in Investment Administration before making the move into Investment Management. James has passed his exams to achieve the CISI level 4 Diploma in Investment Advice.
James works with Mark Jeffreys and Michael Burton.
James lives in Hertfordshire with his wife & two young daughters. James enjoys watching sport, attending the gym and holidays with his family.
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.