LIVES
Bocking, Essex
FAMILY
Wife and two daughters
STARTED AT JM FINN
2004
HOBBIES AND PASTIMES
Football (watching and playing)
FAVOURITE HOLIDAY
Florida – my daughters and I love roller coasters
FAVOURITE FILM
Growing up in the 80s I have seen the original Star Wars trilogy more times than I can remember
IF YOU WEREN'T AN INVESTMENT MANAGER
Police Officer
FAVOURITE SPORTING MOMENT
As a Spurs fan not many come to mind, so London 2012 Olympics Super Saturday
FONDEST MEMORY
Birth of my daughters
You joined JM Finn in 2004 - how has your career developed in the 20 years since you started with the firm?
I started in the ISA department for two years before joining an Investment Manager as a Desk Assistant in 2006. It was a great education as I worked my way up the ladder, and I was lucky to have the Investment Manager as a mentor to guide me through the various achievements and challenges.
What do you think are the key drivers of the business's success?
Never lose sight that the clients and the staff are the most important aspects of the business. If all parts of the business are pulling in the same direction, then this will reflect positively and clients will see this. I think JM Finn has achieved this in the years I have been here.
How do you balance the demands of your role with a family?
Firstly, my very supportive wife takes a large amount of the credit. Beyond that, I try to be present when at home. Covid was a really tough time for many people, but it brought my family closer together. I have never played so many card and board games over that period! I love watching the girls play the sports they are interested in and will always volunteer to be ‘Dad’s Taxi Service.’
What do you think the rest of 2024 could have in store for investors?
I feel like market sentiment is good right now. The recession that was talked about as inevitable the past couple of years never materialised. Prices are high, as are global stock markets. Volatility for the first half of 2024 has been far less than the previous four years. I’m hoping that trend will continue. There are sectors like AI, defence and healthcare which I believe still offer good value over the medium term. I consider AI to be revolutionary and it will drive the next wave of growth and innovation. What I am less sure of is the speed of implementation. Stock markets tend to get ahead of themselves before the inevitable pull back.
