Biography
James joined JM Finn in 2005 from The Bank of New York. Since joining JM Finn, James worked for several years in Investment Administration before making the move into Investment Management. James has passed his exams to achieve the CISI level 4 Diploma in Investment Advice.
James works with Karen Lau and Jonathan Marsh.
James lives in Hertfordshire with his wife & two young daughters. James enjoys watching sport, attending the gym and holidays with his family.
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.