Paul Dyas has become Head of Investment Management and will continue to work alongside Barry Smead, COO Investment Management in taking responsibility for all client facing activity. Paul is an Investment Director and management committee member and has been with the firm since 1993.

Supporting Paul and Barry, will be Mark Powell, who has been promoted to Head of London and will report into Paul.  Mark is an Investment Director and Head of Charities who has been with the firm for 19 years and will continue to lead the firm’s charity team.

Replacing Brett as head of the Bury St Edmunds branch will be Jonathan Goldring, an investment director who joined JM Finn 16 years ago and he will be supported by Pamela Davies who has been with the firm for 5 years as a Portfolio Risk Analyst, who assumes the role of Deputy Head of the branch,

Bespoke Discretionary Portfolio Management

Discretionary Portfolio Management

Understanding Finance

Helping clients understand what we do is key to building relationships. To explain some of the industry jargon that creeps into our world, we’ve pulled together a section of our site to help.

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