Biography
Josh joined JM Finn as a Paraplanner in 2025 from a national firm of Independent Financial Advisers, where he held a similar position. He holds a BSc (Hons) in Business Economics from the University of Exeter and has achieved the Level 4 Diploma in Regulated Financial Planning.
In his role, Josh supports the financial planners by conducting technical analysis of clients' financial positions, undertaking core research, and preparing comprehensive reports. He is currently working towards achieving Chartered Financial Planner status.
Outside of work, Josh enjoys both playing and watching a wide range of sport with rugby and Formula 1 among his favourites. He also has strong a passion for travel, taking every opportunity to visit new places around the world.
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.