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We are able to provide a complete range of tax services, from one-off specialist advice to ongoing tax compliance, tailored to you.
Our investment research covers all major asset classes, spanning all regions of the world and we seek funds with the underlying principles of balancing risk, reward and cost.
At Progeny, we go beyond traditional approaches to bring you a fresh perspective across a range of financial planning services.
Alternative Investments are financial instruments that offer specific tax benefits to clients.
Advice to help you make the most of your pension, wherever you are in the world.
Give us a call on +44 11 3519 4549
Open now – 11:35 BST
Are you looking for a financial adviser in Leeds? We have experts working in our Leeds office, located at the western gateway to the City Centre in the Financial and Legal District. The entrance is just off Wellington Street, on the left-hand side of Wellington Place.
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By car
The office is within 2 miles of Junction 2 of the M621 and less than 5 miles from Junction 43 of the M1, making it easily accessible by car from across the North of England. Click here to get directions. We have dedicated client parking spaces in the underground car park beneath the office, which will be reserved ahead of meetings. To reach the car park, turn off Wellington Street onto Wellington Place, then turn left at the mini-roundabout and left again into the car park, which is labelled as Walker Morris.
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By public transport
To meet a financial adviser in Leeds, the office is just 5 minutes’ walk from Leeds train station. From the station, turn left out of Exit 2 (City Square) and follow straight along Wellington Street for 500 metres. Turn left at Wellington Place (just after passing Walker Morris) and our office will be immediately on the left in the same building. Multiple buses stop on Wellington Street, and the office is 15 minutes’ walk from Leeds Bus Station.
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By air
Leeds Bradford Airport is around a 30 minute drive from the office. A taxi should cost around £15-25 each way. Alternatively, the Flying Tiger 757 bus goes from the airport to Leeds West Street Westgate (a 5 minute walk from the office) in just over 30 minutes.
James Cole
Director of Financial Planning
Barry Maskell
Director of Client Proposition
Paul Nathan
Interim Chief Investment Officer
Bobby Ndawula
Group Chief Financial Officer
Robert Harrison
Head of Systematic and ESG
Olivia Reid
Investment Manager
Nigel Finlay
PAM Compliance Oversight
Daisy Bamford
Investment Support
Claire Clarke
Asset Management Administrator
Catherine Marshall
HR Consultant
Nathan Bentley
Deputy General Counsel
Tom Wood
Group Chief Executive Officer
Victoria Perkin
Senior Associate
Jade Peckett
Anna Green
Mortgage Adviser
Matthew Liver
Chartered Financial Planner
Sarika Dhanjal
Head of Asset Management
Leo Gauvain
Financial Planner
Mark Scothon
Director of Operations
Rosanna Illingworth
Conveyancing Executive
Julian Watson
Partner and Head of Conveyancing
Luke Batley
Director of Marketing
Gemma Sellers
BA (Hons), ATT, Tax Consultant
Seána Donnelly
Head of Talent
Sam Whitaker
Jamie Heffernan
Nick Astley
Bethany Tench
Solicitor
Tony Maleham
CTA, Partner & Head of Private Client Taxation
Adele Swaine
CTA Partner
Harry Mackie
Craig Melling
Director of Investment
Stacey Edwards
Senior Associate, Chartered Legal Executive
Zee Hussain
Partner and Head of Employment Law
Rebecca Best
Partner
Martin Hasyn
Partner and Head of Private Law
Frances Davies
John Brien
Joshua Castle
Alex Shaw
Associate Director, Wealth
Andrew Clarke
Regional Director
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