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Lucy Coutts heads York office of JM Finn

Lucy Coutts, who has been at JM Finn since 2011, has taken over as head of its recently relocated York office.

Paul dyasAsset allocationStock selectionSky new ian kingInvestment management

People: Race Cottam Associates; EDGE; JM Finn; and more

The latest moves from across the region

United statesUnited kingdomCity ofDavid speddingsJack blackburnPaul fosterSam hameedPaula atkinNick phelanSophie barrowMarc chapmanDavid cottamPaul dyasLucy couttsLaurie cottamNational capital assurance team

Danny Szabo joins JM Finn as an investment manager

Prior to joining JM Finn, he managed discretionary assets on behalf of private clients and intermediaries at Atomos. His previous firms include Evelyn

Paul dyasDanny szaboInstitute for securitiesInvestment managementChartered wealth managerChartered fellowChartered instituteEvelyn partners

The Morning Briefing: CIExpert adds Income Protection; Should you go self-employed?

Good morning and welcome to your Morning Briefing for Tuesday 18 April, 2023. To get this in your inbox every morning click here. CIExpert adds Income Protection Protection comparison specialist CIExpert has added income protection on its adviser portal Insight Zone. It will provides advisers easy access to key

United kingdomAndy taylorNed cazaletPaul dyasDanny szaboAlan makinsonPaul whiteDean butlerInstitute for securitiesLifetime savings associationFinancial servicesMorning briefingExchange street financial servicesStandard lifeRetirement voicePareto financial planning

JM Finn hires investment manager from Atomos Wealth

Danny Szabo joins from Atomos Wealth, where he managed discretionary assets on behalf of private clients and intermediaries

City ofUnited kingdomPaul dyasDanny szaboAtomos wealthFoxford capitalUnited kingdom basedBury st edmunds

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