Charlotte Thomas Email and Phone Number

Progeny is a unique framework of coordinated advice and insight. Our Group provides integrated financial and legal solutions for private clients, businesses, family offices and charities.

Progeny provides a unique combination of wealth management and legal advice for private clients, corporates and family offices, incorporating Progeny Wealth, Progeny Corporate Law and Progeny Private Law.Charlotte is the Compliance Manger at Progeny Wealth, whose focus is on helping you grow and preserve your wealth for future generations. We do this by providing you with personalised and strategic planning of unrivalled quality. We understand the challenging financial requirements that high-net-worth individuals have and our advisers have a strong track record of addressing these complex needs. Our relationship with clients is based on trust and a long-term approach; we are consistent in delivering over and above your objectives and will always be there for you, as your needs and aspirations change over time.

Charlotte held a number of roles at Tenet, including Senior Regulatory Consultant for Tenet Select and Compliance Delivery Manager at Tenet Connect.Her most recent position was Compliance and Competence Manager where Charlotte had responsibility for a team of 32 people, running Compliance Audit, Training and Competence and the Compliance Helpdesk plus the Regulatory Consultant team for Tenet Select.