Jamie Heffernan

Jamie is a highly experienced and qualified financial planning professional, with a career in financial services spanning more than a decade. Since 2013, he has held a variety of technical, advisory, and client-facing roles, building a deep and practical understanding of the complexities of financial planning.

He joined Progeny in 2018 and has successfully graduated from the Progeny Planner Academy, further strengthening his expertise and commitment to staying at the forefront of industry developments. Jamie holds both the Diploma and Advanced Diploma in Financial Planning and has achieved Chartered status, widely recognised as the gold standard of professionalism and technical excellence within the industry. He is also a qualified Pension Transfer Specialist and is accredited to provide advice on Long Term Care planning.

He takes a collaborative and client-focused approach to financial planning, working closely with individuals and families to understand their goals, values, and priorities. Using detailed cashflow modelling, he brings clarity, structure, and confidence to clients’ financial futures. His advice is tailored, practical, and designed to adapt as clients’ circumstances evolve. Clients can expect open conversations, clear guidance, and a long-term relationship built on trust and transparency.

Outside of work, Jamie lives just outside Leeds with his partner and their dog. He enjoys playing golf, following Manchester United, and travelling whenever he gets the chance.