Over 200 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
Head of Innovation and Data
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Photo coming soon
Aatiqah Khan
Wealth Administrator
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![Photo of Abbey Dray]()
Abbey Dray
Client Personal Assistant
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![Photo of Abbie Boaler]()
Abbie Boaler
Wealth Administration Team Leader
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![Photo of Abbie Hughes]()
Abbie Hughes
Wealth Administrator
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![Photo of Adele Swaine]()
Adele Swaine
Associate Director, Tax
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![Photo of Alannah Barlow]()
Alannah Barlow
Client Personal Assistant
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Photo coming soon
Alannah Kinsella
Financial Planning Administrator
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Photo coming soon
Alex Atkinson
Paraplanner
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![Photo of Alex Shaw]()
Alex Shaw
Associate Director, Wealth
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![Photo of Alice Kershaw-Cook]()
Alice Kershaw-Cook
Wealth Administrator
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Photo coming soon
Alison Halford
Finance Coordinator
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![Photo of Alistair Scott-Somers]()
Alistair Scott-Somers
Director, Corporate Law
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Photo coming soon
Allison Marwood
Front of House
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![Photo of Amit Mehta]()
Amit Mehta
Chartered Financial Planner
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![Photo of Amy Schofield]()
Amy Schofield
Operations Coordinator
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![Photo of Amy Tyley]()
Amy Tyley
Chief Marketing Officer
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Photo coming soon
Andrea Buck
Accounts Assistant
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![Photo of Andrew Clarke]()
Andrew Clarke
Associate Director, Wealth
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![Photo of Andrew Jowett]()
Andrew Jowett
Head of IT
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![Photo of Andrew Pereira]()
Andrew Pereira
Director, Wealth
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![Photo of Andrew Pyrah]()
Andrew Pyrah
Chartered Financial Planner
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Photo coming soon
Andy Dyke
Chartered Financial Planner
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Photo coming soon
Aneta Pasik
Wealth Administrator
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![Photo of Anmol Roth]()
Anmol Roth
Trainee Solicitor
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![Photo of Anna Green]()
Anna Green
Mortgage Adviser
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![Photo of Anna Jones]()
Anna Jones
Chartered Financial Planner
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Photo coming soon
Anne Hollick
Client Personal Assistant
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Photo coming soon
Anthony Hamilton
Integrations Project Coordinator
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Photo coming soon
Arran Stockill
Compliance Administrator
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Photo coming soon
Attiyah Ahmed
HR Adviser
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![Photo of Azra Farooq]()
Azra Farooq
Senior Solicitor
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Photo coming soon
Ben Browne
Financial Planning Administrator
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![Photo of Bethany Tench]()
Bethany Tench
Solicitor, Private Law
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![Photo of Calum Juniper]()
Calum Juniper
Wealth Administrator
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![Photo of Cameron Hart]()
Cameron Hart
Associate Paraplanner
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![Photo of Cara Whitehead]()
Cara Whitehead
Wealth Administrator
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Photo coming soon
Carmen Jones
Client Personal Assistant
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![Photo of Caroline Hawkesley]()
Caroline Hawkesley
Chief Operations Officer
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![Photo of Caroline McChrystal]()
Caroline McChrystal
Training & Competence Supervisor
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![Photo of Catherine Dodd]()
Catherine Dodd
Account Manager
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![Photo of Catherine Richmond]()
Catherine Richmond
Chartered Associate Planner
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Photo coming soon
Charlie MacNamee
Associate Paraplanner
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![Photo of Charlotte Ashby]()
Charlotte Ashby
Associate Paraplanner
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Photo coming soon
Charlotte Brain
Financial Planning Administrator
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Photo coming soon
Charlotte Dobson
Group Personal Assistant
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![Photo of Charlotte Hudson]()
Charlotte Hudson
HR Consultant
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![Photo of Charlotte Stockill]()
Charlotte Stockill
Investment Administrator
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![Photo of Charlotte Thomas]()
Charlotte Thomas
Chief Risk Officer
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Photo coming soon
Christopher Conway
Paraplanner
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Photo coming soon
Christopher Widdowson
Premier Elite Team Senior Relationship Manager
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![Photo of Claire Clarke]()
Claire Clarke
Administrator, Asset Management
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![Photo of Cliona Newcombe]()
Cliona Newcombe
Client Personal Assistant
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![Photo of Colin Campbell]()
Colin Campbell
Associate Director, Wealth
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Photo coming soon
Comfort Lodesani
Legal Personal Assistant
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![Photo of Craig Cuthbert]()
Craig Cuthbert
Head of Projects
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![Photo of Craig Melling]()
Craig Melling
Head of Investment
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![Photo of Daniel Allison]()
Daniel Allison
Paralegal
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Photo coming soon
Daniel Eatch
Chartered Financial Planner
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![Photo of Daniel Landthaller]()
Daniel Landthaller
Wealth Administrator
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![Photo of Daniella Conway]()
Daniella Conway
Client Personal Assistant
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Photo coming soon
Danielle Rothery
Regional Advisory Services Manager
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![Photo of Darrell Scott]()
Darrell Scott
Associate Paraplanner
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![Photo of Darren Mead]()
Darren Mead
Head of Internal Audit and Risk
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Photo coming soon
David Britton
Financial Planner
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Photo coming soon
David Dunnett
H&S and Facilities Officer
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Photo coming soon
David Gorgan
Business Innovation Analyst
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Photo coming soon
David Mann
Financial Planner
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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
Debra Edser
Financial Administrator
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![Photo of Dominic Lobo]()
Dominic Lobo
Associate Director, Wealth
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![Photo of Donna Hasyn]()
Donna Hasyn
Administrator
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Photo coming soon
Donna Marie Butler
Practice Manager
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Photo coming soon
Donna Tollan
Practice Manager, Law & Tax
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Photo coming soon
Doreen Pugh
Legal Personal Assistant
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![Photo of Douglas Steed]()
Douglas Steed
Client Personal Assistant
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![Photo of Elissa Allan]()
Elissa Allan
Client Personal Assistant
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Photo coming soon
Ellen Drew
Trainee Solicitor
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![Photo of Emil McKenzie]()
Emil McKenzie
Financial Planner
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Photo coming soon
Emily Jackson
SSAS Administrator
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![Photo of Emily Marland]()
Emily Marland
Financial Planner
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![Photo of Emma Bull]()
Emma Bull
PR Officer
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![Photo of Emma Pease]()
Emma Pease
Group Personal Assistant
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Photo coming soon
Emma Rich
Financial Planning Administrator
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![Photo of Erica Spendelow]()
Erica Spendelow
Front of House Receptionist
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![Photo of Erin Davey]()
Erin Davey
Client Personal Assistant
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![Photo of Eva Sanderson]()
Eva Sanderson
Client Personal Assistant
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Photo coming soon
Fiona Easton
Administrator
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![Photo of Frances Davies]()
Frances Davies
Head of Private Law
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Photo coming soon
Francesca Sunderland
Associate Paraplanner
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![Photo of Freya Robertson]()
Freya Robertson
Executive Assistant to CEO
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![Photo of Gemma Robinson]()
Gemma Robinson
People Partner
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![Photo of Gemma Schofield]()
Gemma Schofield
Academy Supervisor
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![Photo of Gemma Sellers]()
Gemma Sellers
Tax Senior
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Photo coming soon
George Healey
Compliance Integrations Specialist
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![Photo of Georgia Samardzija]()
Georgia Samardzija
Chartered Legal Executive, Private Law
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![Photo of Gill Wetherill]()
Gill Wetherill
Head of People
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![Photo of Grant Macara]()
Grant Macara
Financial Planner
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Photo coming soon
Greg Stewart-Taylor
Data Analyst
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Photo coming soon
Guido Van Hooijdonk
Integrations Project Manager
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Photo coming soon
Hannah Taylor
Fund Administrator
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![Photo of Harry Mackie]()
Harry Mackie
Financial Planner
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Photo coming soon
Harry Parr
SSAS Administrator
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![Photo of Hayley Mitchell]()
Hayley Mitchell
Head of Learning and Development
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![Photo of Heather McCutcheon]()
Heather McCutcheon
Digital Marketing Manager
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Photo coming soon
Helen Pavier
Financial Planning Administrator
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Photo coming soon
Hollie Imisson
Tax Senior
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Photo coming soon
Husnain Mahmood
Application Support Analyst
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Photo coming soon
Ian Browne
Chief of Advisory Services
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![Photo of Ian Hooper]()
Ian Hooper
Chief Investment Officer
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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 coming soon
Imogen Dulling
Legal Personal Assistant
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![Photo of India Street]()
India Street
Associate Paraplanner
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![Photo of Isobel Hall]()
Isobel Hall
Wealth Administrator
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Photo coming soon
Jack Belford
Client Service Quality Assurance Officer
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Photo coming soon
Jack Searby
Wealth Administrator
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![Photo of Jack Wordsworth]()
Jack Wordsworth
IT Support Team Leader
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![Photo of Jacob Marrion]()
Jacob Marrion
Wealth Administrator
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Photo coming soon
Jacob Wilding-Mitton
IT Support Engineer
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![Photo of Jade Hallas]()
Jade Hallas
Client Personal Assistant
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![Photo of Jade Moran]()
Jade Moran
Data Insight Team Leader
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Photo coming soon
Jake Carr
Financial Planner
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Photo coming soon
Jake McDermott
Front of House Receptionist
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![Photo of James Ambler]()
James Ambler
IT Support Engineer
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Photo coming soon
James Batchelor
Chartered Financial Planner
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Photo coming soon
James Corby
Business Development Manager
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![Photo of James Frances]()
James Frances
Paraplanner
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![Photo of James Hall]()
James Hall
Wealth Administrator
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![Photo of James Hetherington]()
James Hetherington
Financial Planner
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![Photo of James Honeyman]()
James Honeyman
Chartered Financial Planner
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Photo coming soon
James Wagstaff
Wealth Administrator
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![Photo of Jamie Heffernan]()
Jamie Heffernan
Paraplanner
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![Photo of Jamie Rushworth]()
Jamie Rushworth
Wealth Administrator
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Photo coming soon
Jason Tunbridge
Head of Advisory Services
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Photo coming soon
Jayme Leigh
Systems Innovation Analyst
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![Photo of Jennie Shearer]()
Jennie Shearer
Internal Auditor
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![Photo of Jennifer Shields]()
Jennifer Shields
Group PA
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Photo coming soon
Jessica Knaggs
Financial Planning Administrator
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![Photo of Jill Swanson]()
Jill Swanson
Client Personal Assistant
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Photo coming soon
Joanna Clarke
Regional Advisory Services Manager
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Photo coming soon
Joanne Finch
Wealth Administrator
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![Photo of Joanne Tuong]()
Joanne Tuong
Client Personal Assistant
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Photo coming soon
Joe Staniforth
Financial Planner
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![Photo of John Brien]()
John Brien
Associate Director, Private Law
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![Photo of John Francis]()
John Francis
Director, Wealth
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Photo coming soon
Jon Davies
IT Integrations Engineer
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Photo coming soon
Jonathan Clemens
Re-mortgage Executive
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![Photo of Jonathan Czopczyc]()
Jonathan Czopczyc
Associate Paraplanner
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![Photo of Jonathan Ferris]()
Jonathan Ferris
Financial Planner
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Photo coming soon
Jonathan Nicholls
Chartered Financial Planner
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Photo coming soon
Jordan Buchanan-Devos
Paraplanner
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![Photo of Joshua Castle]()
Joshua Castle
Chartered Financial Planner
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Photo coming soon
Joy Devenney
Premier Elite Team Relationship Manager
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![Photo of Julian Watson]()
Julian Watson
Head of Real Estate
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![Photo of Julie Quinn]()
Julie Quinn
Financial Administrator
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Photo coming soon
Karen Fox
Financial Planning Administrator
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Photo coming soon
Kasia Bardyga
People Specialist
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Photo coming soon
Kathryn Porter
Wealth Administrator
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![Photo of Katie Johnson]()
Katie Johnson
Client Personal Assistant
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Photo coming soon
Katie Mosley
Paraplanner
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![Photo of Katie Wiacek]()
Katie Wiacek
Front of House Receptionist
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Photo coming soon
Katie Woodward
Paraplanner
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![Photo of Keeley Wilson]()
Keeley Wilson
Chartered Legal Executive
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Photo coming soon
Kevin Jow
Business Adviser
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![Photo of Kirsty Brierley]()
Kirsty Brierley
Team Administrator
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![Photo of Lander Pereira-Fernandes]()
Lander Pereira-Fernandes
Graphic Designer
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Photo coming soon
Larissa Cremins
Legal Personal Assistant
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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
Laura Taylor
Client Personal Assistant
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![Photo of Lauren Burgess]()
Lauren Burgess
Chartered Legal Executive
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![Photo of Lauren Fitzpatrick]()
Lauren Fitzpatrick
Projects Coordinator
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![Photo of Lauren Mawson]()
Lauren Mawson
People Specialist
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![Photo of Leo Gauvain]()
Leo Gauvain
Paraplanner
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![Photo of Lewis Brock]()
Lewis Brock
Communications Coordinator
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![Photo of Liam Arnold]()
Liam Arnold
Investment Support
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Photo coming soon
Liam Durkin
Associate Paraplanner
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![Photo of Liam Molloy]()
Liam Molloy
Operations Manager, Asset Management
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![Photo of Liz Pemberton]()
Liz Pemberton
Chief Development Officer
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![Photo of Luke Batley]()
Luke Batley
Head of Marketing
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Photo coming soon
Luke Hyde
IT Support Engineer
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![Photo of Luke Norman]()
Luke Norman
Financial Planner
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![Photo of Lynn Potts]()
Lynn Potts
Paraplanner
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![Photo of Madeleine Lloyd]()
Madeleine Lloyd
Talent Coordinator
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![Photo of Maraide Carson]()
Maraide Carson
Legal Personal Assistant
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Photo coming soon
Marion Surfleet
Client Personal Assistant
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Photo coming soon
Mark Chodacki
Campaign Manager
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Photo coming soon
Mark Perkins
Financial Planner
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![Photo of Mark Scothon]()
Mark Scothon
Head of Operations
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![Photo of Martin Hasyn]()
Martin Hasyn
Managing Director of Progeny Law & Tax
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Photo coming soon
Martina Knoblochova
Integrations People Specialist
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![Photo of Matheus Talbert]()
Matheus Talbert
Client Personal Assistant
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![Photo of Matthew Boreham]()
Matthew Boreham
Financial Planner
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Photo coming soon
Matthew Harrison
Paraplanning Team Leader
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![Photo of Matthew Liver]()
Matthew Liver
Paraplanner
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Photo coming soon
Matthew Naylor
Financial Planner
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Photo coming soon
McKernan Coulter
Paraplanner
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Photo coming soon
Melissa Patrick
Client Personal Assistant
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Photo coming soon
Michael Graves
Systems Innovation Analyst
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![Photo of Mike Hawker]()
Mike Hawker
Project Manager
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![Photo of Molly Clifton]()
Molly Clifton
Talent Manager
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Photo coming soon
Morna Turnbull
Client Personal Assistant
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Photo coming soon
Muhammed Khan
Wealth Administrator
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![Photo of Natalie Schofield]()
Natalie Schofield
HR Consultant
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Photo coming soon
Natalie Steward
Legal PA
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![Photo of Neil Davies]()
Neil Davies
Financial Planner
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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 coming soon
Nick Cross
Events Coordinator
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![Photo of Nick Lambert]()
Nick Lambert
Associate Director, Wealth
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![Photo of Nick Onslow]()
Nick Onslow
Chartered Financial Planner
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![Photo of Nicky Hamblin]()
Nicky Hamblin
Client Personal Assistant
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![Photo of Nicola Tait]()
Nicola Tait
Financial Planner
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![Photo of Nigel Finlay]()
Nigel Finlay
Compliance Oversight, Asset Management
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![Photo of Nina Wilson]()
Nina Wilson
Associate Paraplanner
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Photo coming soon
Paula Williamson
Legal Personal Assistant
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![Photo of Peter Moss]()
Peter Moss
Associate Director, Wealth
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![Photo of Philip Healey]()
Philip Healey
Chartered Financial Planner
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Photo coming soon
Philip Marshall
Paraplanner
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![Photo of Philomel James]()
Philomel James
Technical Administrator
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![Photo of Pippa Walker]()
Pippa Walker
Wealth Administration Team Leader
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Photo coming soon
Praven Chahal
Data Analyst
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![Photo of Rachel Lee]()
Rachel Lee
Client Personal Assistant
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![Photo of Rebecca Best]()
Rebecca Best
Senior Solicitor, Private Law
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![Photo of Rebecca Dixon]()
Rebecca Dixon
Head of HR Consultancy
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![Photo of Rebecca Surtees]()
Rebecca Surtees
Administrator, Asset Management
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![Photo of Reece Dunn]()
Reece Dunn
Video Producer
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![Photo of Richard Ellis]()
Richard Ellis
Head of PR & Communications
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![Photo of Richard Gillham]()
Richard Gillham
Financial Planner
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Photo coming soon
Richard Lindop
Associate Director of Client Relationships
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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 of Robert Harrison]()
Robert Harrison
Head of Research
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![Photo of Rory Lewis]()
Rory Lewis
Paraplanner
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![Photo of Rosanna Illingworth]()
Rosanna Illingworth
Conveyancing Executive
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![Photo of Rose Meigh]()
Rose Meigh
Operations Coordinator
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![Photo of Rosie Paul]()
Rosie Paul
Operations Coordinator, Asset Management
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![Photo of Ross Murphy]()
Ross Murphy
Wealth Administrator
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Photo coming soon
Ryan Mackie
Regional Advisory Services Manager
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Photo coming soon
Sally Talbot
Chartered Financial Planner
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![Photo of Sam Moxham]()
Sam Moxham
Chief People Officer
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![Photo of Sam Whitaker]()
Sam Whitaker
Financial Planner
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Photo coming soon
Samuel Hammond
Associate Paraplanner
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![Photo of Samuel Jones]()
Samuel Jones
Trainee Investment Analyst
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![Photo of Sarah Fisher]()
Sarah Fisher
Operations Integrations Specialist
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![Photo of Sarah Giles]()
Sarah Giles
Head of Financial Planning
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Photo coming soon
Sarah Redshaw
Client PA Team Leader
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Photo coming soon
Sarah Westwood
People Administrator
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![Photo of Sarika Dhanjal]()
Sarika Dhanjal
Head of Advice Quality
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![Photo of Seána Donnelly]()
Seána Donnelly
Talent Manager
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![Photo of Seng Ng]()
Seng Ng
Head of Finance
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![Photo of Sheridan Hindle]()
Sheridan Hindle
Head of Compliance and Policy
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![Photo of Sherry McIntosh]()
Sherry McIntosh
Client Personal Assistant
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![Photo of Shona Barr]()
Shona Barr
Associate Director, Wealth
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Photo coming soon
Simon Hinsley
Financial Planner
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![Photo of Sinead O’Sullivan]()
Sinead O’Sullivan
Associate Paraplanner Team Leader
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Photo coming soon
Skye Cunningham
Client Personal Assistant
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Photo coming soon
Sophie Beaumont
Wealth Administrator
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Photo coming soon
Sophie Norris
Client Personal Assistant
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![Photo of Stacey Edwards]()
Stacey Edwards
Chartered Legal Executive, Corporate Law
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![Photo of Steve Allen]()
Steve Allen
Chief Financial Officer
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![Photo of Steven McKay]()
Steven McKay
Technical Administrator
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Photo coming soon
Stewart Cape
Director, Head of Corporate Development
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Photo coming soon
Stuart Easton
Senior Solicitor, Private Law
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![Photo of Sunjeet Foolchand]()
Sunjeet Foolchand
Wealth Administrator
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![Photo of Susan Mould]()
Susan Mould
IT Operations Manager
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Photo coming soon
Susan Wright
Wealth Administrator
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Photo coming soon
Suzanne Hancox
Head of Finance
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Photo coming soon
Tahmina Ali
Wealth Administrator
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Photo coming soon
Teniola Oladipupo
Client Personal Assistant
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Photo coming soon
Teresa Briggs
Wealth Administrator
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Photo coming soon
Thomas Court
Compliance and Policy Support Officer
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![Photo of Tim Thompson-Rye]()
Tim Thompson-Rye
Chief Technology Officer
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![Photo of Tobias Adkins]()
Tobias Adkins
Senior Solicitor, Corporate Law
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![Photo of Tom Parkes]()
Tom Parkes
Chartered Financial Planner
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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
Tracy Tulett
Business Quality Assessor
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![Photo of Victoria Ross]()
Victoria Ross
Chartered Financial Planner
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Photo coming soon
Wendy Clayton
PA to Premier Elite Team
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![Photo of Wendy Fisher]()
Wendy Fisher
Regional Practice Manager
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Photo coming soon
Will Ingham
Financial Planning Administrator
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![Photo of William Graham]()
William Graham
Wealth Administrator
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Photo coming soon
Zdenka Cyronova
Wealth Administrator
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![Photo of Zee Hussain]()
Zee Hussain
Associate Director, Corporate Law
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![Photo of Zoë Aveyard]()
Zoë Aveyard
Digital Marketing Coordinator
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![Photo of Zoe Webb]()
Zoe Webb
Financial Planner
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