Jamie Heffernan

Financial Planner
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Leeds
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Jamie has worked in various technical and support roles within the financial services industry since 2013. He joined Progeny in 2018 and was enrolled into the Progeny Planner Academy in 2023.

He has completed the Diploma in Financial Planning and is currently working towards attaining Chartered Status. He is a qualified Pension Transfer Specialist and also holds the qualification to provide Long Term Care advice.

Jamie lives on the outskirts of Leeds with his partner and dog. In his spare time, he will likely be seen on the golf course, visiting Old Trafford or jetting off on holiday.

 

Insights from Jamie

25_01_Digital_PensionsAndIHTHERO_V1
Financial planning
Pensions and IHT: be aware of the changes due April 2027
Pick up where you left off You've read this article
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By Jamie Heffernan
23rd January 2025

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