CM
Charlie Mac Donald
Financial Planner at Progeny
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Work Experience
Financial Planner
Oct 2023 - May 2024 · 7 months
Aug 2021 - May 2024 · 2 years and 9 months
Financial Planner
Sep 2022 - May 2024 · 1 years and 8 months
Trainee Wealth Management Specialist
Aug 2021 - Sep 2022 · 1 years and 1 months
Company Details
201-500 Employees
The first and only UK firm to bring together independent financial planning, asset management, tax, HR, property, private and corporate legal services. Our purpose is to make a positive and lasting difference, challenging the status quo for clients, colleagues and the world we live in together.
Year Founded
2016
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Independent financial advisers, Financial and insurance services, Business Services, Legal services, Services to businesses
HQ Location
1A Tower Square Leeds, LS1 4DL, GB
Keywords
Wealth ManagementStrategic Financial PlanningAsset ManagementInvestment ServicesCorporate Legal ServicesPrivate Legal ServicesHR ConsultancyTax ServicesReal EstateConveyancing
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