JM Finn
Charles Croggon is currently working at JM Finn as an Investment Manager, with previous experience as an Assistant Investment Manager, Investment Assistant, and Desk Assistant. Prior to their current role, Charles was a student in Higher Education. Charles completed their Bachelor's degree in Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology at Cardiff University / Prifysgol Caerdydd.
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JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.