We are pleased to announce the appointment of Charlotte Willis as our Compliance Manager.
Charlotte, who joins us from Tenet Group, has over 13 years’ experience managing compliance issues on a day-to-day basis.
Her main role will be to ensure Progeny Wealth remains compliant with at aspects of the Financial Conduct Authority regulations, including systems and control, advice standards and maintaining client management.
At Progeny Wealth, we are dedicated to providing our clients with advice of the highest quality. We work to continuously improve our understanding of the industry, in order to provide clients with the greatest value and wealth of knowledge.