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Our host Charlie Chami quizzes Michael Holder (Senior Investment Manager at JM Finn), on his career history, how he got into investment management, started acquiring clients and dealing with private individuals. They then go into specifics about the importance of working with solicitors, care home fees and everyone’s favorite subject, taxes.

Guest: Michael Holder
https://www.linkedin.com/in/michael-holder-a310bb39/ 

Firm: JM Finn (Discretionary Fund Manager)
https://www.jmfinn.com/our-people/michael-holder/ 

Host: Charlie Chami
https://www.linkedin.com/in/charleschami 
https://www.glamis-ifa.co.uk/ 

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For professionals only - All podcasts are for discussion purposes only and should not be treated as Legal, Financial, Tax advice.