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Robert Appleby

Financial Planner

Rob joined Progeny as a Paraplanner in November 2018, having previously worked in a similar role at Evolve Financial Planning, which was acquired by Progeny Wealth. Since joining Progeny, he has quickly gone on to become a Financial Planner. He achieved his Diploma qualification in October 2017 and is currently working towards Chartered status.

Rob is one of the inaugural members of Progeny’s Adviser Academy, which has been designed to provide a structured path for more junior team members to become competent and authorised Financial Planners.

He lives in Surrey with his wife and two small children who keep him on his toes. He has a passion for many sports, and is always looking for a new challenge to get stuck in to.