Biography
Kelly originally joined JM Finn in 1998 and then re-joined in 2023 and is a member of the Chartered Institute for Securities & Investment. She is an integral part of the team and works closely alongside Harkesh and Tony by assisting with administrative and investment requirements.
Kelly lives in Kent with her family.
Latest Market Commentary
US tariffs and trade policy have led to a weaker dollar and heightened risk of US recession, while many markets ramp up defence spending, writes Investment Director Charles Bathurst-Norman.
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.