Biography
Richard Cleary has recently joined JM Finn and will help establish the firm’s new Cheltenham Office. Richard joined EFG Harris Allday after completing his university studies and has since gained over 30 years of experience in the industry. Richard worked alongside one of EFG’s partners in Birmingham managing a diverse book of clients and then transferred to an investment management team based in Worcestershire as an Investment Director. He has experience managing portfolios for a wide range of clients including private clients, trusts and charities.
Richard Cleary is based in our Cheltenham office
JM Finn
Darwin House
67 Rodney Road
GL50 1HX
The office is currently being renovated and will open in Q1 2026.
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