Sam Whitaker

Sam is a Chartered Financial Planner at Progeny, having joined the firm in August 2018. After studying Mathematics & Economics at Newcastle University, he always knew he wanted a role that combined the two but that was also out there building meaningful relationships with clients. Since entering the world of financial advice, he has never looked back.

Sam is a now a Fellow of the Professional Finance Society, their most prestigious level of professional achievement, which is only held by a small minority of financial planners. This recognition reflects Sam’s commitment to providing a high-quality and personalised service to his clients. Sam is passionate about working with clients to understand their goals and aspirations and providing the tailored advice to get them from where they are now to where they want to be.

He moved to Yeadon, on the outskirts of Leeds, with his wife in September 2022. Outside of work, he enjoys keeping active in the gym, discovering new restaurants and coffee shops, and following his favourite sports – particularly football and Formula 1. Sam is a keen traveller and particularly enjoys South East Asia, where he has made multiple trips to countries including Thailand, Indonesia and Vietnam. However he now has plans for South Africa and South America. He’s also a big TV fan, always making his way through the latest TV series but maintains that nothing will ever top Game of Thrones.

What Clients Are Saying About Sam

“I found out about Progeny through two of my business partners who strongly recommended them. The search had taken some time as most people I had spoken to felt at best “lukewarm” about their own advisers. I had an existing adviser at the time but wanted to change due to poor service from my former IFA. I have been delighted with Progeny’s performance and indeed have and will happily recommended them to others.  

My financial planner, Sam Whitaker, is excellent. I particularly value the fact that he asks insightful questions, really listens to me and considers all options and recommendations with care. This has earned my full trust and confidence. Sam provides me with guidance in many areas such as tax efficient saving and legacy planning as well as how to generate the most tax efficient income in retirement. He is super responsive when I contact him with questions or queries. Additionally, I also very much appreciate being able to access multiple professional services within Progeny, for example, the legal team being able to assist with the production of my Wills and trusts for passing on wealth to the next generation. Having all these services under one roof makes things much simpler and is very time efficient.”

(Female, ex business owner, age 68)