Connie joined Progeny in 2023 through the acquisition of Gibbs Denley, where she had worked since 2018. With several years’ experience in financial services, including some time at pension provider Curtis Banks, Connie brings a strong background in pensions and financial planning to her role.
As a Financial Planner, Connie focuses on building long-term relationships with clients by understanding what truly matters to them and ensuring each client’s plan stays on track with their goals. Staying up to date with market news, economic developments and changes in legislation is a core part of her approach, helping clients navigate complexity with clarity and confidence.
Connie is based primarily in our East Anglian offices in Bury St Edmunds, Cambridge and Chelmsford.
Connie holds the Regulated Diploma in Financial Planning, the Certificate in Financial Planning and the Certificate in Discretionary Management and is working towards achieving Chartered status very soon.
Outside of work, Connie enjoys travelling, good food and wine, seeing live music and comedy, practising Pilates and spending time in the gym. When not planning clients’ futures, she can often be found trying to convince her French Bulldog to go for a walk or planning her upcoming wedding.
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