LIVES
Tanworth in Arden, Warwickshire
FAMILY
Married with three children
STARTED AT JM FINN
November 2025
HOBBIES AND PASTIMES
Travelling, rugby and gardening
FAVOURITE HOLIDAY
Japan
FAVOURITE FILM
Raiders of the Lost Ark
IF YOU WEREN’T AN INVESTMENT MANAGER
Travel writer/ explorer
FAVOURITE SPORTING MOMENT
December 2025 - watching the live stream of my son winning the National Collegiate Rugby Championship in the US with the University of Vermont – proud dad moment.
PREFERRED MUSIC
80s
FAVOURITE BOOK
Anything travel-related
You joined JM Finn in November 2025 – what are your impressions so far of the firm?
My first impression is one of genuine collaboration, with colleagues across the firm willing to help, support and share their expertise. There is a strong sense of collective purpose, with everyone committed to helping the new office flourish and ensuring clients receive the highest standards of service.
I’ve also been struck by the breadth of talent across all departments. From investment expertise to operational insight, every interaction has highlighted the strength and professionalism of the teams around me. This depth of capability has been reassuring and inspiring, leaving us energised and optimistic about the firm’s future development.
As an Investment Director in JM Finn’s newest office in Cheltenham, what does the branch offer clients in the local area?
Our new regional office aims to provide private clients and local intermediaries with an investment proposition offering a highly personal service. This includes access to expert advice on estate planning, pensions and retirement planning. By combining the firm’s depth of experience with a relationship led approach, we hope to deliver a high-quality, long-term service that supports clients’ financial goals and aspirations.
You have over 35 years of experience in the wealth management industry – what are your top three pieces of wisdom in investing?
Maintain regular, open communication with clients; be honest and transparent; and keep investments straightforward.
What will 2026 have in store for the Cheltenham office?
We plan to host a series of events to raise the profile of our new office and strengthen our presence within the local community, including an official launch, an intermediaries’ dinner and a wine tasting event for private clients. These will help build meaningful connections, showcase the firm’s expertise and create opportunities for clients and professional partners to engage with our team in a relaxed setting.
Alongside these events, we are focused on growing the Cheltenham office with additional hires, bringing in a diverse range of experience and specialist knowledge. This continued growth will enhance the service we provide and further establish the office as a trusted, dynamic hub for both new and existing clients.
