James Batchelor

Chartered Financial Planner
Nottingham
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James is a Financial Planner, based in Progeny’s Nottingham office, having joined Progeny following the acquisition of The RU Group in 2022. He was with RU for six years prior to this, and has been in the industry since 2004, working as a Paraplanner and technical expert. He has always aimed to blend a warm and personable approach with a high degree of professional knowledge.

James is Chartered as well as Diploma qualified, in addition to being a Fellow of the Personal Finance Society. Having previously worked alongside Associate Director Andy Dyke, he is now responsible for looking after some of Progeny’s most well-established clients.

Away from the office, James is married with two young children. In his spare time he enjoys going to the gym, working with electronics, and is a big fan of the writings of Stephen Baxter and Kim Stanley Robinson. He is strongly interested in Futurism, and in the potential for science and new technology to improve the world.

 

Insights from James

25_09_Campaigns_Article_WhatToExpectFromAutumnBudget_BlogGraphic_V1
Financial planning
What can we expect from the Autumn Budget in November?
Pick up where you left off You've read this article
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By James Batchelor
15th September 2025
Saving for retirement – Guide Featured Image – no text
Tax and estate planning
Saving for retirement | Guide
Pick up where you left off You've read this article
james-batchelor-3
By James Batchelor
14th July 2025
25_06_Digital_Article_SpendingReviewBlogGraphic_V2
Financial planning
Spending review | June 2025
Pick up where you left off You've read this article
james-batchelor-3
By James Batchelor
17th June 2025

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