Senior Investment Manager appointed

Gavin Budd joins JM Finn & Co today as a Senior Investment Manager, based in their Cardiff office. He will also maintain a working presence in their Bristol branch.

Gavin joins from Brewin Dolphin in Bristol where he managed discretionary portfolios on behalf of private clients, trusts and charities sourced directly and via independent financial advisers.

Sarah Soar, Head of Investment Management at JM Finn & Co commented: “We welcome Gavin to our team and are particularly pleased that someone of his calibre and industry experience has chosen to join JM Finn & Co.”

Previously Gavin held a senior investment management position at Barclays Wealth in Bristol.

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.