Jamie Heffernan

Financial Planner
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Leeds
Jamie-Heffernan-1

Jamie has worked in various technical and support roles within the financial services industry since 2013. He joined Progeny in 2018 and was enrolled into the Progeny Planner Academy in 2023.

He has completed the Diploma in Financial Planning and is currently working towards attaining Chartered Status. He is a qualified Pension Transfer Specialist and also holds the qualification to provide Long Term Care advice.

Jamie lives on the outskirts of Leeds with his partner and dog. In his spare time, he will likely be seen on the golf course, visiting Old Trafford or jetting off on holiday.

 

Latest insights

November 2024 1
Investing
Market insight | November 2024
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By Ian Hooper
9th December 2024
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Press releases
Progeny becomes CII International Professional Partner Firm
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By Progeny
28th November 2024
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Press releases
Progeny appoints new Singapore CEO   
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By Progeny
12th December 2024
NB – 1920 – Employment Rights Bill Changes
HR advice
Employment Rights Bill changes – information for employers
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Catherine Marshall
By Catherine Marshall
4th December 2024

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