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.