Heather joined to Progeny via the acquisition of Balmoral Asset Management in 2023, and has over over 25 years of experience in Financial Services.
She has held Senior Management positions with a number of respected Financial Services Companies and has a depth of experience in Management, Learning & Development and Training & Competence. Heather is also a member of the Chartered Institute of Personnel and Development and holds the Diploma in Financial Planning.
Progeny is a trading style of The Progeny Group Limited and is used by various companies within the Progeny group of companies. The Progeny Group Limited is a limited company registered in England and Wales with number 09276612. The company’s registered address is 1A Tower Square, Leeds, LS1 4DL.
© 2024 The Progeny Group Limited
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The Balmoral team has joined Progeny, the first and only firm in the UK to bring together independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place. To find out more about this exciting news, please click here.
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