Biography
After graduating from Durham University and then working in financial software, Sam joined JM Finn in early 2016. He has since completed the Investment Advice Diploma and Chartered Wealth Manager Qualification and is now a Chartered Member of the Institute for Securities and Investments. Outside of work, most of Sam’s time is spent watching, and trying to play, a number of different sports.
Sam Richley is based in our York office
JM Finn,
HQ Building,
Hudson Quarter,
Toft Green,
York,
Y01 6JT
Investment Director Charles Bathurst-Norman covers the salient points from Q2 2025: Trump is pressuring the US Federal Reserve to cut rates, while tax rises in the UK appear to be on the cards.
Our July investment update video covers the effects of the weaker dollar and US current account and fiscal deficits.
The question of possible measures to increase the UK’s energy independence has come back into the spotlight amid this week’s events in the Middle East.