Progeny Wealth
Associate
Chartered Financial Planner
NG2 Business Park, 1 The Triangle
Nottingham,
NG2 1AE,
United Kingdom
07548956909
- Offers free advice
As a Chartered Financial Planner and Fellow of the Personal Finance Society, I am deeply committed to providing personalized, client-focused financial solutions. I understand that every financial journey is unique, which is why I craft bespoke strategies that empower my clients to achieve their individual goals, no matter how complex or ambitious.
My expertise spans a wide range of financial services, with specialisms in Pensions on Divorce, Self-Invested Personal Pensions (SIPP & SSAS), and holistic financial planning for business owners and high-net-worth individuals.
Recognized as one of The Times Top Rated Financial Advisers, I also hold the Certified Financial Planner and Chartered Wealth Manager designations, and I am a Pension Transfer Specialist. My broad areas of advice include pension planning, pension transfers, investment management, financial protection, estate planning, inter-generational wealth management, income planning, tax-efficient investment strategies, and cash-flow modelling.
My goal is to offer clear, actionable advice that aligns with your financial objectives, helping you to navigate your financial future with confidence and peace of mind.
Out of court services offered
Areas of work
Finances (divorce and separation)Make an enquiry with this member
