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.
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Head of Investment Office Jon Cunliffe covers what the US involvement in the Israel-Iran conflict could mean.
Optimistic outlook for the UK, Eurozone and Asia as US exceptionalism dwindling, writes Head of Investment Office Jon Cunliffe.