Sam Whitaker

Chartered Financial Planner
Connect with Sam
Leeds
sam-whitaker-1
Sam is a Chartered Financial Planner at Progeny, who joined the firm in August 2018. He also has experience in a technical role as a Paraplanner and has a degree in Mathematics & Economics from Newcastle University.
Sam has completed the Diploma in Regulated Financial Planning and has recently achieved Chartered status.
He moved to Yeadon with his partner in September 2022, having lived in Leeds city centre for 3 years. He enjoys trying new restaurants and coffee shops, going on long hikes and travelling, especially to South East Asia, where has made multiple trips to countries including Thailand, Indonesia and Vietnam.

Insights from Sam

NB – 1920 – ISA Changes
Financial planning
ISA changes: what to expect on 6th April 2024
Pick up where you left off You've read this article
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By Sam Whitaker
23rd January 2024
NB – 1920 – Auto Enrolment 2023
Financial planning
Automatic Enrolment Bill changes – what could they mean for you?
Pick up where you left off You've read this article
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By Sam Whitaker
3rd November 2023
How I became a paraplanner
Progeny’s news
How I became a… Paraplanner
Pick up where you left off You've read this article
sam-whitaker-1
By Sam Whitaker
23rd August 2021

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