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.
Head of Investment Office Jon Cunliffe considers the likely effects of the UK’s Autumn Budget statement on government finances and Gilt markets.
Low short-term interest rates typically mean the more domestically focused FTSE250 market outperforms the more international FTSE 100. Jon Cunliffe explains why the opposite is currently the case.
Watch Fund Manager James Godrich and Head of Investment Office Jon Cunliffe discuss the reasons for October’s buoyant equity and fixed income markets – including US interest rate cuts and an agreed…