Kerry Burgess

Regional Advisory Services Manager
Kerry (002)

Kerry joined Progeny in October 2024 as a Regional Advisory Services Manager for our South Region.

Kerry’s career in Financial Services spans over 28 years, having achieved the CII Diploma in Financial Planning and Senior Management and Supervision qualifications, with experience of Practice, People and Operations Management. In April 2026, Kerry completed a Level 7 Advanced Diploma, master’s degree qualification with the CIPD in People Management Strategy.

As a Regional Manager, Kerry provides high-quality leadership, oversight, and day-to-day support for our Financial Planning team, whilst being accountable for managing performance, productivity, and the client service delivery of our planners.

Outside of work, Kerry enjoys being out and about, walking and gardening. Kerry regularly goes to the theatre to watch tribute bands, covering all genres of music, but firm favourites are the Eagles, preferring music and reading over watching the TV.  Kerry refers to herself as a “roll your sleeves up and get started kind of person”!

Latest insights

26_10_Digital_Article_ForRicherForPoorerAndForInheritanceTax_BLOGGRAPHICS_1
Financial planning
For richer, for poorer… and for Inheritance Tax (IHT)?
Pick up where you left off You've read this article
Nick Parkes
By Nick Parkes
14th October 2026
Why are gilts attracting investors again?
Investing
Why are gilts attracting investors again? 
Pick up where you left off You've read this article
Craig Melling 650×650
By Craig Melling
8th October 2026
26_03_Artwork_PAM_PodcastBanner_800x450_3-1
Investing
Inside The Markets: Ep7 | UK gilts explained: why they’re back in focus for investors
Pick up where you left off You've read this article
Craig Melling 650×650
By Craig Melling
8th October 2026

YOU ARE LEAVING THE UK VERSION OF OUR WEBSITE.

Please be aware that services and pages will differ from region to region. Your chosen regional site will open in a new browser window or tab. Please press ‘Proceed’ to continue or if you would like to stay on the UK site, please press ‘Return’.

Proceed

Search

"*" indicates required fields

Step 1 of 4

This field is for validation purposes and should be left unchanged.

Tell us about yourself