Top 100 Financial Advisers 2019. Over 100 experienced members make up the Progeny team: all share the same vision and are aligned to the same purpose.
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![Photo of Aaron Montgomery]()
Aaron Montgomery
Regional Practice Manager
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![Photo of Adele Swaine]()
Adele Swaine
Director, Tax
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![Photo of Alastair Cheung]()
Alastair Cheung
Wealth Administrator
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![Photo of Alex Shaw]()
Alex Shaw
Associate Director, Wealth
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Photo coming soon
Alexandra Beladi
Wealth Administrator
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![Photo of Alistair Scott-Somers]()
Alistair Scott-Somers
Director, Corporate Law
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Photo coming soon
Amit Mehta
Paraplanner
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![Photo of Amy Schofield]()
Amy Schofield
Wealth Administrator
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![Photo of Amy Tyley]()
Amy Tyley
Communications Director
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![Photo of Andrew Clarke]()
Andrew Clarke
Director, Wealth
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![Photo of Andrew Jowett]()
Andrew Jowett
IT Manager
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![Photo of Andrew Pereira]()
Andrew Pereira
Director, Wealth
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Photo coming soon
Ann-Marie Veal
Technical Paraplanner
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![Photo of Anna Jones]()
Anna Jones
Chartered Financial Planner
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![Photo of Anna Lester]()
Anna Lester
Operations Manager
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![Photo of Anna Sofat]()
Anna Sofat
Associate Director, Wealth
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![Photo of Ashley Deleane]()
Ashley Deleane
Wealth Administrator
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![Photo of Azra Farooq]()
Azra Farooq
Solicitor, Corporate Law
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Photo coming soon
Bartaute Barisauskaite
Wealth Technical Administrator
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![Photo of Beth Breakspear]()
Beth Breakspear
Finance Administrator
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![Photo of Bethany Tench]()
Bethany Tench
Paralegal, Private Law
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![Photo of Bill Skinner]()
Bill Skinner
Chartered Financial Planner
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![Photo of Caroline Hawkesley]()
Caroline Hawkesley
Operations Director
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![Photo of Catherine Richmond]()
Catherine Richmond
Financial Planner
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Photo coming soon
Charlotte Ashby
Wealth Administrator
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Photo coming soon
Charlotte Dobson
Office Manager, Corporate Law
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![Photo of Charlotte Willis]()
Charlotte Willis
Compliance Director
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![Photo of Chris Donald]()
Chris Donald
Associate Director, Wealth
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![Photo of Claire Clarke]()
Claire Clarke
Administrator
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![Photo of Colin Campbell]()
Colin Campbell
Associate Director, Wealth
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![Photo of Craig Melling]()
Craig Melling
Investment Manager
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![Photo of Dawn Wright]()
Dawn Wright
Wealth Administrator
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![Photo of Debbie Hughes]()
Debbie Hughes
Paraplanner
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Photo coming soon
Dionne Taylor
Paralegal
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![Photo of Dominic Lobo]()
Dominic Lobo
Associate Director, Wealth
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Photo coming soon
Doreen Pugh
PA to Directors, Private Law
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![Photo of Douglas Steed]()
Douglas Steed
Practice Manager
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![Photo of Elaine Wilkinson]()
Elaine Wilkinson
HR & Services Manager
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Photo coming soon
Elissa Allan
Client PA
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![Photo of Ellis Boyd]()
Ellis Boyd
Wealth Administrator
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![Photo of Emily Marland]()
Emily Marland
Financial Planner
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![Photo of Erica Spendelow]()
Erica Spendelow
Receptionist
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![Photo of Erin Davey]()
Erin Davey
Client PA
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Photo coming soon
Faheem Rahman
Paralegal, Private Law
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![Photo of Frances Davies]()
Frances Davies
Director, Private Law
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![Photo of Freya Robertson]()
Freya Robertson
Executive PA to CEO
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![Photo of Gemma Robinson]()
Gemma Robinson
HR & Services Administrator
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![Photo of Gemma Schofield]()
Gemma Schofield
Training & Competence Manager
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![Photo of Georgia Samardzija]()
Georgia Samardzija
Chartered Legal Executive, Private Law
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Photo coming soon
Gill Evans
Mortgage Adviser
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![Photo of Grant Macara]()
Grant Macara
Financial Planner
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![Photo of Harry Mackie]()
Harry Mackie
Financial Planner
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Photo coming soon
Hayley Curry
Head of Learning & Strategy
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![Photo of Heather McCutcheon]()
Heather McCutcheon
Digital Marketing Manager
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![Photo of Helen Cotton]()
Helen Cotton
Tax Senior
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![Photo of Ian Hooper]()
Ian Hooper
Managing Director, Asset Management
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![Photo of Ian McKenary]()
Ian McKenary
Financial Planner
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![Photo of Ian McKenzie]()
Ian McKenzie
Associate Director, Wealth
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![Photo of Ian Moss]()
Ian Moss
Financial Planner
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Photo coming soon
Jack Wordsworth
IT Support Engineer
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Photo coming soon
Jake McDermott
Receptionist
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![Photo of James Honeyman]()
James Honeyman
Chartered Financial Planner
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![Photo of Jamie Heffernan]()
Jamie Heffernan
Trainee Paraplanner
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Photo coming soon
Jamie Rushworth
Wealth Administrator
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![Photo of Janardan Sofat]()
Janardan Sofat
Associate Director, Wealth
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Photo coming soon
Janet Buckingham
Wealth Administration Team Leader
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![Photo of Jason Witcombe]()
Jason Witcombe
Chartered Financial Planner
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Photo coming soon
Jennie Newby
Internal Auditor
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![Photo of Joanne Tuong]()
Joanne Tuong
Client PA
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![Photo of John Brien]()
John Brien
Senior Adviser, Private Law
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![Photo of John Francis]()
John Francis
Director, Wealth
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![Photo of Jonathan Ferris]()
Jonathan Ferris
Financial Planner
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![Photo of Joshua Castle]()
Joshua Castle
Chartered Financial Planner
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Photo coming soon
Julie Evans
Director, Corporate Law
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Photo coming soon
Julie Quinn
Finance Assistant
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Photo coming soon
Justin Austin
Financial Planner
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![Photo of Kate Russell]()
Kate Russell
Client PA
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![Photo of Laura Clark]()
Laura Clark
Senior Solicitor, Corporate Law
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![Photo of Laura Cowling]()
Laura Cowling
Paraplanning Team Leader
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![Photo of Laura Powell]()
Laura Powell
Payroll/Accounts Assistant
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Photo coming soon
Lauren Fitzpatrick
Operations Coordinator
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![Photo of Lewis Brock]()
Lewis Brock
Communications Coordinator
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Photo coming soon
Liam Durkin
Technical Administrator
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![Photo of Liam Molloy]()
Liam Molloy
Operations Manager, Asset Management
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Photo coming soon
Liz Pemberton
Learning and Development Director
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![Photo of Lynn Potts]()
Lynn Potts
Paraplanner
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Photo coming soon
Marion Surfleet
Client PA
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![Photo of Martin Hasyn]()
Martin Hasyn
Director, Private Law
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![Photo of Matthew Boreham]()
Matthew Boreham
Financial Planner
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![Photo of Matthew Gunn]()
Matthew Gunn
Financial Planner
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![Photo of Molly Meigh]()
Molly Meigh
Talent Manager
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Photo coming soon
Morna Turnbull
Client PA
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Photo coming soon
Natalie Hacking
HR Advisor
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![Photo of Neil Moles]()
Neil Moles
Chief Executive Officer
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![Photo of Nick Astley]()
Nick Astley
Investment Manager
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![Photo of Nicky Hamblin]()
Nicky Hamblin
Client PA
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![Photo of Nicola Tait]()
Nicola Tait
Financial Planner
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![Photo of Patrick Leoni Sceti]()
Patrick Leoni Sceti
Director
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![Photo of Peter Moss]()
Peter Moss
Associate Director, Wealth
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![Photo of Philip Healey]()
Philip Healey
Paraplanner
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![Photo of Philip Jordan]()
Philip Jordan
Director, Corporate Law
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![Photo of Pippa Walker]()
Pippa Walker
Wealth Admin Team Leader
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![Photo of Rachel Lee]()
Rachel Lee
Client PA
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![Photo of Rebecca Best]()
Rebecca Best
Solicitor, Private Law
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Photo coming soon
Rebecca Dixon
Head of HR
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Photo coming soon
Rebecca Surtees
Administrator, Asset Management
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Photo coming soon
Rich Ellis
PR & Editorial Director
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![Photo of Robert Appleby]()
Robert Appleby
Financial Planner
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![Photo of Robert Gerwat]()
Robert Gerwat
Associate Director, Wealth
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Photo coming soon
Robert Harrison
Investment Manager
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![Photo of Robyn Johnstone]()
Robyn Johnstone
Group Business Administrator, Wealth
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![Photo of Rory Lewis]()
Rory Lewis
Paraplanner
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![Photo of Rosie Paul]()
Rosie Paul
Operations Coordinator, Asset Management
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![Photo of Sam Moxham]()
Sam Moxham
HR Director
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![Photo of Samuel Jones]()
Samuel Jones
Trainee Investment Analyst
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![Photo of Samuel Whitaker]()
Samuel Whitaker
Wealth Technical Administrator
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Photo coming soon
Sarah Fisher
Regional Practice Manager
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![Photo of Sarah Giles]()
Sarah Giles
Financial Planning Manager
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![Photo of Seng Ng]()
Seng Ng
Financial Controller
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Photo coming soon
Shadi Shokrollahi
HR Advisor
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![Photo of Shannon Drummond]()
Shannon Drummond
Client PA
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![Photo of Sheridan Hindle]()
Sheridan Hindle
Compliance and Policy Manager
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![Photo of Sherry McIntosh]()
Sherry McIntosh
Client PA
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![Photo of Sinead O’Sullivan]()
Sinead O’Sullivan
Wealth Technical Admin Team Leader
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![Photo of Stacey Edwards]()
Stacey Edwards
Chartered Legal Executive, Corporate Law
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![Photo of Stephen Griffiths]()
Stephen Griffiths
Financial Planner
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![Photo of Steve Allen]()
Steve Allen
Finance Director
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![Photo of Steven McKay]()
Steven McKay
Wealth Technical Administrator
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![Photo of Steven Williams]()
Steven Williams
Financial Planner
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Photo coming soon
Stuart Easton
Senior Solicitor
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Photo coming soon
Sunjeet Foolchand
Wealth Technical Administrator
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Photo coming soon
Susan Mould
Operations Manager
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![Photo of Suzannah Farnell]()
Suzannah Farnell
Solicitor, Private Law
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![Photo of Tim Thompson-Rye]()
Tim Thompson-Rye
Marketing Director
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![Photo of Tobias Adkins]()
Tobias Adkins
Senior Solicitor, Corporate Law
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![Photo of Tony Maleham]()
Tony Maleham
Director, Tax
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![Photo of Tracey Evans]()
Tracey Evans
Associate Director, Wealth
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Photo coming soon
Victoria Ross
Financial Planner
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![Photo of Wendy Fisher]()
Wendy Fisher
Client PA
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![Photo of Zee Hussain]()
Zee Hussain
Director, Corporate Law
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Photo coming soon
Zoë Aveyard
Compliance Coordinator
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