
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.
At the mid-point of 2026 and also the World Cup, Andrew Mann gives an overview of how UK stocks are faring in comparison to others on the global stage.
Head of Investment Office Jon Cunliffe explains why the late former US Federal Reserve Chair’s policy of ‘constructive ambiguity’ has once again become de rigueur with Fed leaders.
Following the successful IPO of SpaceX, a new class of wealth has emerged, writes Investment Director Andrew Mann.


