Jamie Heffernan

Jamie is a highly experienced and qualified financial planning professional, with a career in financial services spanning over 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 as a member of the Progeny Planner Academy since 2023, Jamie continues to refine his expertise and stay at the forefront of industry developments.

Jamie holds both the Diploma and Advanced Diploma in Financial Planning and has achieved Chartered Financial Planner status, which is widely recognised as the gold standard of professionalism and technical excellence in the industry. He is also a qualified Pension Transfer Specialist and is accredited to provide advice on Long Term Care planning.

Jamie takes a collaborative approach to financial planning, working closely with clients to understand their goals, values, and priorities, and uses detailed cashflow modelling to help bring clarity and structure to their financial future. His advice is tailored, practical, and designed to evolve with clients over time. 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.