Sally Talbot

Chartered Financial Planner
Connect with Sally
Sheffield
sally-talbot-2

Sally joined Progeny in 2022, having previously worked at Russell Ulyatt Financial Services since 2017.

She began her journey as a Paraplanner and following her ambition to become Chartered, Sally became a Financial Planner in 2019. Building relationships with her clients and helping them achieve their goals through a robust financial plan is one of her favourite parts of her role.

Outside of work, Sally lives in Sheffield with her husband and cockapoo Bertie. Bertie keeps her active on evenings and weekends with walks. She has a love for travel and most of her time off from work is spent visiting new places.

 

 

Latest insights

Loaning From a Trust
Tax and estate planning
Loaning from a Trust towards a house deposit 
Pick up where you left off You've read this article
StephanieThayer
By Stephanie Thayer
4th June 2025
Investing Tax Efficiently – Guide Featured Image – no text
Financial planning
A guide to tax-efficiently investing
Pick up where you left off You've read this article
Dominic-Lobo
By Dominic Lobo
30th May 2025
25_06_Digital_Article_TheTaxConsequencesOfUKPropertyOwnershipForNonUKResidents_FI_V2
Financial planning
The tax consequences of UK property ownership for non-UK residents: A journey through the lifecycle
Pick up where you left off You've read this article
Claire-Spinks-scaled
By Claire Spinks
29th May 2025

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