Derek is responsible for the integration of newly acquired businesses into Progeny. He joined the firm in January 2019, having previously been a Director at Juno Wealth, which was acquired by Progeny.
Derek’s background of running his own successful financial planning business, combined with a long track record of working in senior sales and business development roles, provides a strong foundation for the complex and challenging role of Integration Manager.
Derek is passionate about delivering the finest financial planning experience to Progeny’s clients. This shows through in his approach to driving service improvements into Progeny’s core processes, inspired by best practice and lessons learned from within the businesses Progeny acquires.
Derek lives in West Sussex with his wife, Tracey. He has three sons. When not working, he enjoys travel, Formula 1 motorsport and photography.