James Batchelor

Chartered Financial Planner
Nottingham
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James is a Financial Planner, based in Progeny’s Nottingham office, having joined Progeny following the acquisition of The RU Group in 2022. He was with RU for six years prior to this, and has been in the industry since 2004, working as a Paraplanner and technical expert. He has always aimed to blend a warm and personable approach with a high degree of professional knowledge.

James is Chartered as well as Diploma qualified, in addition to being a Fellow of the Personal Finance Society. Having previously worked alongside Associate Director Andy Dyke, he is now responsible for looking after some of Progeny’s most well-established clients.

Away from the office, James is married with two young children. In his spare time he enjoys going to the gym, working with electronics, and is a big fan of the writings of Stephen Baxter and Kim Stanley Robinson. He is strongly interested in Futurism, and in the potential for science and new technology to improve the world.

 

Insights from James

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Financial planning
The future of Inheritance Tax
Pick up where you left off You've read this article
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By Ashley Jones
10th March 2026
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News
UK Spring Statement 2026
Pick up where you left off You've read this article
Tony-Maleham
By Tony Maleham
4th March 2026
Financial planning
Moving to Dubai Checklist
Pick up where you left off You've read this article
30th January 2026

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