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 wealth planning team take prestigious accolade.
With the S&P 500 down by 10% since February, investors question whether the president could introduce measures to stimulate market growth.
Weaker performance and derating among US tech equities after strong growth in the last few years, while European stock prices rose.