Sally joined Progeny in 2022, having previously worked at Russell Ulyatt Financial Services since 2017.
Sally has a degree in Financial Services from Sheffield Hallam University and began her career in the Financial Services industry at age 21.
In recent years Sally has been a Paraplanner and following her ambition to become Chartered, Sally became a Chartered 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.
Sally is deeply committed to providing personalised, client-focused financial solutions. Understanding that every financial journey is unique.
Outside of work, Sally lives in Sheffield with her husband, young daughter and cockapoo Bertie. Sally enjoys keeping active through long walks with Bertie and has a love for travel and visiting new places.
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