LIVES
North Yorkshire
FAMILY
Married with two boys
STARTED AT JM FINN
2003
HOBBIES AND PASTIMES
Golf, cricket, watching my boys play sport
FAVOURITE HOLIDAY
St Anton
FAVOURITE FILM
A Good Year
IF YOU WEREN’T AN INVESTMENT MANAGER
Lead guitarist in a mega rock band
FAVOURITE SPORTING MOMENT
Great Britain Hockey winning the Olympic gold in Seoul
FAVOURITE BAND
Rolling Stones
FAVOURITE BOOK
Storm of Steel by Ernst Junger
As a Senior Investment Manager in the York office, how do you meet the needs of clients in the north?
I make it a priority to be as accessible as possible for my clients, whether that means arranging meetings in person or being readily available by phone or video call. I believe that providing a high level of service begins with truly listening to my clients—understanding their goals, concerns, and individual circumstances. From there, I aim to give clear, straightforward advice tailored to their needs, ensuring that they feel supported and informed at every stage of their financial journey. My approach is built on responsiveness, attention to detail, and a commitment to building long-lasting relationships based on trust and open communication.
What are the main challenges facing clients regarding their wealth
Increased taxation, higher costs of living, and financial expectations from the next generation are key challenges to managing their wealth.
You’ve been with JM Finn since 2003, how have you seen the firm change since you first started?
Since 2003, JM Finn has undergone significant changes. Initially functioning primarily as a stockbroker with many manual processes, the firm has transitioned into a full wealth management firm to address evolving client needs and industry trends. The research department has grown from a small team into a comprehensive investment office, increasing the scope and detail of analysis. Advancements in technology have largely automated operations, reducing reliance on manual paperwork and improving efficiency. JM Finn’s discretionary investment propositions — the Investment Management Service and Wealth Management Service—provide clients with options to access the market. These are further supported by the addition of our excellent wealth planning service.
In a competitive market, what do you see as JM Finn’s key strengths?
I believe JM Finn distinguishes itself through a high-quality service, comprehensive wealth planning, reliable and consistent advice, accessibility, and its good professional people.
