Compliance and Operations Director
0113 244 9737
Charlotte is Progeny Wealth’s Compliance and Operations Director. Charlotte has worked in financial services since 1997 and has over 13 years of compliance experience, having most recently managed a large compliance team at Tenet network.
Charlotte’s day to day role involves ensuring that the firm remain compliant with all aspects of FCA regulation, which includes advice standards, systems and controls and Treating Customers Fairly.
Outside of work Charlotte lives with her partner and two daughters in Sowerby Bridge, where she enjoys keeping fit and travelling when time allows.