LIVES
Leafy Stapleton in North Bristol
FAMILY
Married to Andy, celebrating our 20th wedding anniversary next April. We have two children
STARTED AT JM FINN
September 2017
HOBBIES AND PASTIMES
Yin yoga (the relaxing one), baking, skiing, gardening
FAVOURITE HOLIDAY
Thailand, hands down. Beautiful country, incredible culture, lovely people, amazing climate, delicious food
FAVOURITE FILM
Indiana Jones and the Raiders of the Lost Ark
IF YOU WEREN’T AN INVESTMENT MANAGER
Probably an Egyptologist
FAVOURITE SPORTING MOMENT
England Women winning the Euros again this summer – the more they win, the quieter the critics get
PREFERRED MUSIC
My son has started learning the electric guitar so I’m hearing a lot of the old rock classics at the moment. I’m getting back into Red Hot Chilli Peppers!
FAVOURITE BOOK
The Five People You Meet In Heaven – really thought provoking
You’ve been instrumental in establishing JM Finn’s partnership with the Bristol Law Society (BLS) – what has this entailed so far?
It’s a really exciting partnership with lots of opportunities to collaborate with our local legal professionals at all stages in their career. JM Finn has organised some educational events for BLS’s members to help develop their knowledge, including webinars on retirement planning and offshore bonds. We have also attended a number of their events, including the annual celebration of Bristol’s Newly Qualified Solicitors and their Annual Awards Dinner, where we were proud to sponsor the ‘Team of the Year’ award.
You joined JM Finn in 2017, how has your career developed during that time?
I am part of a team which has grown assets under management from £100 million to £185 million in eight years. We look now after over 500 clients including families, trusts, charities and companies. I also head up the team responsible for the ESG (Environmental, Social and Governance) fund research on behalf of JM Finn. This involves reviewing funds and making recommendations to the investment managers, which is a great way to enhance my analytical skills.
What do you think 2026 could have in store for markets?
We have seen technology stocks rally hard this year, particularly the largest US technology companies. Concerns are growing that share prices have risen too much, and so I would expect volatility to increase here. AI is likely to drive growth for years to come, but when valuations look stretched it is important to actively manage positions and also to diversify into other areas too.
JM Finn’s Bristol office was established in 1999, how has it grown to meet the needs of investors in the South West?
We have 18 full and part-time staff, including 11 Investment Managers. We have a very low turnover of staff – it is a really steady ship, and I think clients appreciate that. Continuity alongside adaptability is what has made the office so successful, and we have never lost sight of the people we serve.
