
Biography
Kelly originally joined JM Finn in 1998 and then re-joined in 2023 and is a member of the Chartered Institute for Securities & Investment. She is an integral part of the team and works closely alongside Harkesh and Tony by assisting with administrative and investment requirements.
Kelly lives in Kent with her family.
How did JM Finn’s Investment Management Service portfolios perform in January?
Head of Investment Office Jon Cunliffe and Fund Manager James Godrich discuss the positive returns in equities and bond markets despite volatility.
Advances in AI workflow tools have sparked both a sell-off in some professional services company shares, as well as debate around whether or not AI could fully replace them.


