Robert Appleby

Rob joined Progeny in November 2018 as a Paraplanner, following his time in the same role at Evolve Financial Planning, which later became part of Progeny Wealth. He progressed to Financial Planner in April 2019. Rob achieved his Diploma in Financial Planning in October 2017 and is now working towards Chartered status.

Rob is committed to lifestyle financial planning. He uses detailed cashflow modelling to help clients understand their financial future, giving them confidence to make informed and meaningful decisions.

Based in Surrey, Rob lives with his wife and their four children. Outside of work, he is passionate about sport and enjoys taking on new challenges. He is currently training for his third marathon and his first Ironman‑distance triathlon.