Biography
Charlie joined JM Finn in April 2024 and is an Associate Wealth Planner. He has a BSc in Computing and Management from Loughborough University and is Chartered Financial Planner currently working towards Fellowship. After university, Charlie gained experience working for city-based IFAs for over 6 years prior to joining JM Finn.
Charlie’s expertise includes retirement planning, tax planning and wealth structuring. In his spare time, Charlie enjoys crossfit, golf, cricket and tennis amongst numerous other sports.”
Charles Barrow is based in our London office
JM Finn
25 Copthall Avenue
London
EC2R 7AH
Charles Barrow, Associate Wealth Planner and Mark Rowe-Ham, Senior Investment Manager explain why it might sometimes be best to sell underperforming shares and incur Capital Gains Tax.
Launched in 1999, this spring marks the quarter century milestone since the Individual Savings Account (ISA) was first introduced in the UK, superseding the Personal Equity Plan. We take a look at…