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.
Watch our market update video with Fund Manager James Godrich, CFA and Head of Investment Office Jonathan Cunliffe as they break down the latest market movement and macroeconomic trends.
Investment Director Andrew Mann asks when the multi-billion-dollar investment in AI from tech behemoths is going to yield returns.
A robust rally in global equities extended through August, driven by financial market volatility and President Trump's steps to de-escalate the trade war.