Biography
Rebecca joined JM Finn in 2023 as an Associate Wealth Planner. She has a BSc in Economics from the University of Southampton and is studying towards becoming a Chartered Financial Planner. After university, Rebecca was a management consultant at IBM for 4 years, specialising in financial services, and then moved to an IFA to work in financial planning. Rebecca has gained experience in IFAs for the last 5.5 years, working towards becoming a qualified Wealth Planner. Her interests include skiing with friends and family, playing competitive tennis and supporting Harlequins RFC
Brian Tora discusses the evolution from a tradition of selling investments over the summer months, to the ‘always on’ investing culture we have today.
Brian Tora provides insight into the latest investment news and insights.
As risks are still ever-present in the market, Charles Bathurst-Norman reminds investors of the importance of staying focused on quality.