Prior to joining Progeny, Jack served at Balmoral Asset Management and progressed through the Graduate Development Programme to become a Financial Planner.
He holds the Diploma in Regulated Financial Planning and advises on all aspects of financial planning including investment strategies, estate planning, retirement solutions, protection and savings.
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.
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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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Continue to ProgenyClick here to access your Standard Life / Abrdn Wrap online valuation
