
Biography
Liam joined JM Finn as an investment manager in 2025. Prior to joining the firm, Liam worked at EFG Harris Allday for six years where he worked in their Ombersley office supporting a team of investment managers who looked after a wide range of private clients, trusts and charities. He was the winner of the Birmingham Stock Exchange Association Chairman’s Trophy in 2024 and awarded the CISI Private Client Investment Advice & Management award in 2025.
Liam Shelton is based in our Cheltenham office
JM Finn
Darwin House
67 Rodney Road
Cheltenham
GL50 1HX
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.


