Matthew Daniels
Financial Planner
Having joined Progeny in September 2025, Matthew brings over 10 years of experience in financial services, providing trusted financial advice to clients across the UK through a fully remote service.
As a Financial Planner, they deliver clear and tailored financial planning that helps individuals and families manage, protect and grow their wealth with confidence. By working remotely, they offer flexible access to expert guidance, making it easier for clients to receive high quality financial advice wherever they are based in the UK.
Their expertise covers all areas of financial planning, including investment advice, retirement planning, estate and inheritance planning, savings strategies and financial protection. They take the time to understand each client’s goals and build a financial plan that supports long term ambitions and life decisions.
Their approach is built on clarity, trust and lasting relationships, helping clients make informed financial choices at every stage of life through a straightforward and accessible remote service.
