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Samuel Whitaker

Wealth Technical Administrator

Sam graduated with a degree in Mathematics and Economics from Newcastle University, and joined Progeny as a Wealth Administrator in August 2018.

After completing multiple Financial Planning exams, he moved into a Technical Administrator role in June 2019 and is now on track to complete his Diploma. His aim is to progress through Progeny’s Adviser Academy. His day-to-day role involves supporting planners through the production of recommendation reports and suitability letters.

He moved to the centre of Leeds in October 2019 and is enjoying experiencing everything that the city has to offer, including sampling its large choice of restaurants. He loves travelling, especially to South East Asia, and has made multiple trips to countries including Thailand and Indonesia.