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.
JM Finn’s Andrew Mann discusses the importance of maintaining stable bond markets.
Join Jon Cunliffe and James Godrich for their monthly video commentary on global economic affairs and the investment strategy for the JM Finn Investment Management Service portfolios.
Extensive US trade tariffs likely to create short-term global market volatility and a preference for defensive assets such as gold and government bonds, writes Jon Cunliffe, Head of Investment…