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Nicola Tait

Financial Planner, Progeny Wealth

Nicola is an expert in all aspects of personal financial planning and specialises in cashflow modelling. She delivers highly personalised financial strategies for high-net-worth senior executives, business owners and their families.

Nicola joined Progeny in Summer 2018. Prior to becoming a Financial Planner, she worked in the Financial Services practice at Accenture for five years before being cajoled into running a bespoke mortgage broking firm in Soho for three years. She enjoyed working with interesting clients, designing and implementing bespoke mortgage strategies, and it was a natural progression to expand into advising the same clients on all aspects of their financial affairs. She went on to spend five years at a high-net-worth financial planning firm in London, followed by four years at Evolve Financial Planning, which was acquired by Progeny in 2018.

She lives in Wiltshire with her partner and their two daughters. When she’s not keeping fit, running the school PTFA, the village Tennis Club and helping out with Pony Club activities, she likes to collapse on the sofa with a glass of wine and a good box set!

One day, she aspires to pick up her paint brushes again and become the artist she always planned to be when growing up!