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Charlotte Willis

Compliance Director, Progeny Asset Management and Progeny Wealth

Charlotte is Compliance Director for Progeny Wealth and Progeny Asset Management. She has worked in financial services since 1997 and has over 13 years of compliance experience, having most recently managed a large compliance team at Tenet network.

Charlotte’s day to day role involves ensuring that the firm remain compliant with all aspects of FCA regulation, which includes advice standards, systems and controls, market abuse and Treating Customers Fairly.

Outside of work Charlotte lives with her partner and two daughters in Sowerby Bridge, where she enjoys keeping fit and travelling when time allows.