Ian and Richard both join from EFG Harris Allday and are reunited with their colleagues Liam Shelton and Amelia Hobbs. Together the team have launched JM Finn’s latest regional office in Cheltenham.
Ian Posgate spent over 10 years at EFG Harris Allday, following 16 years in the army and Richard Cleary had 30 years of service at EFG Harris Allday before joining JM Finn in October. Both were based in the Ombersley office in Worcestershire and looked after investment portfolios for a range of private, corporate and charity clients.
Hugo Bedford, CEO of JM Finn commented: “We’re excited to be able to expand our regional footprint with the opening of our sixth office and even more so that Ian and Richard have both chosen to join us, as we look to bring our wealth management expertise to a wider audience. I am confident that hiring these two senior practitioners will drive significant growth for the business, in line with our strategic development plans.”
JM Finn have secured premises in Cheltenham and are currently renovating the offices in anticipation of moving in early next year. The office is based at Darwin House, Rodney Road in the centre of the town.
These hires come on the back of other recent hires, including Andy Theban in the Bristol office and the Court of Protection team in London, both from Rathbones.
