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.
Jon Cunliffe, Head of Investment Office covers a roundup of global trends in inflation, fiscal policy, equity and bond market performance from the final quarter of 2025.
Jon Cunliffe and James Godrich review December’s market developments.
Charles Bathurst-Norman reviews global investment landscape performance over the final quarter of 2025 – characterised by strong earnings in global stock markets despite ongoing geopolitical…