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Gloria Perrottet

Paraplanner, Progeny Wealth

Gloria’s role is to support the Financial Planners in providing clients with information and recommendations regarding their personal financial planning, to ensure that their goals and aspirations are both achievable and on target.

Her journey into financial services started in 1999, when she joined The Equitable Life working in telephone sales, before moving into a training role. Whilst transitioning through the HBOS and Lloyds Banking Group acquisitions, she undertook training, project and advice roles. She then joined a small IFA firm working as an administrator, before moving into a Paraplanner role for Quest Financial Solutions in September 2017. Gloria joined Progeny in February 2019, when Quest joined Progeny.

Outside of work, Gloria is a busy mum so, when not ferrying the kids around or walking her dog, she enjoys running, catching up with friends, relaxing with a book or watching a film. If there is cake involved with any of this, then even better.