
Biography
Charlotte joined JM Finn in 2013 from an IFA in Surrey and has worked alongside Paul Dyas since 2017, assisting with investment and client relations. She is a member of the Chartered Institute for Securities & Investment, holding the Investment Advice Diploma (Level 4). Charlotte lives in London and is a keen runner, having recently completed her first marathon, she enjoys concerts and the theatre and is heavily involved with a number of charities.
JM Finn’s Andrew Mann discusses the importance of maintaining stable bond markets.
Join Jon Cunliffe and James Godrich for their monthly video commentary on global economic affairs and the investment strategy for the JM Finn Investment Management Service portfolios.
Extensive US trade tariffs likely to create short-term global market volatility and a preference for defensive assets such as gold and government bonds, writes Jon Cunliffe, Head of Investment…