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Charlotte Thomas Email & Phone Number
Specialist Adviser to the CEO
at
Progeny
1 work email found
@theprogenygroup.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Charlotte Thomas? Overview
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Quick answer
Charlotte Thomas is listed as Specialist Adviser to the CEO at Progeny, based in Leeds, England, United Kingdom. AeroLeads shows a work email signal at theprogenygroup.com and a matched LinkedIn profile for Charlotte Thomas.
Charlotte Thomas previously worked as Chief Risk Officer at Progeny and Compliance Director at Progeny at Progeny. Charlotte Thomas studied at Brinsworth Comprehensive School.
Company email context
Email format at Progeny
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*@theprogenygroup.com
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AeroLeads found 1 current-domain work email signal for Charlotte Thomas. Compare company email patterns before reaching out.
Profile bio
About Charlotte Thomas
Charlotte has worked in financial services since 1997 and has over 16 years of compliance experience, having previously managed a large compliance team at Tenet network.She has ultimate responsibility for the Compliance team across both Wealth and Asset Management, providing high level oversight, identifying and mitigating any actual or perceived risks to Progeny and its clients, ensuring that the business meets its regulatory and commercial objectives compliantly, irrespective of the ever-changing regulatory landscape.One of Charlotte’s overriding objectives is to develop and maintain a strong, customer focus culture, championed by senior management and embraced by all.
Listed skills include Investments, Financial Services, Aml, Strategic Financial Planning, and 18 others.
Current workplace
Charlotte Thomas's current company
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8 roles
Charlotte Thomas work experience
A career timeline built from the work history available for this profile.
Chief Risk Officer
Current
Apr 2021 - Present
Compliance Director At Progeny
Jan 2020 - Apr 2021
Compliance Director At Progeny Wealth
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.
Feb 2017 - Apr 2021
Compliance Director At Progeny Asset Management
Feb 2017 - Apr 2021
Compliance And Operations Director
Quadrant Group - Wealth Management And Independent Financial Advisers
May 2017 - Jan 2018
Compliance Manager
Progeny Wealth
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.
Apr 2016 - Jan 2017
Compliance And Competence Manager
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.
Sep 2005 - Mar 2016
1 education record
Charlotte Thomas education
-
Brinsworth Comprehensive School
FAQ
Frequently asked questions about Charlotte Thomas
Quick answers generated from the profile data available on this page.
What company does Charlotte Thomas work for?
Charlotte Thomas works for Progeny.
What is Charlotte Thomas's role at Progeny?
Charlotte Thomas is listed as Specialist Adviser to the CEO at Progeny.
What is Charlotte Thomas's email address?
AeroLeads has found 1 work email signal at @theprogenygroup.com for Charlotte Thomas at Progeny.
Where is Charlotte Thomas based?
Charlotte Thomas is based in Leeds, England, United Kingdom while working with Progeny.
What companies has Charlotte Thomas worked for?
Charlotte Thomas has worked for Progeny, Quadrant Group - Wealth Management And Independent Financial Advisers, Progeny Wealth, and Tenet Group.
How can I contact Charlotte Thomas?
You can use AeroLeads to view verified contact signals for Charlotte Thomas at Progeny, including work email, phone, and LinkedIn data when available.
What schools did Charlotte Thomas attend?
Charlotte Thomas studied at Brinsworth Comprehensive School.
What skills is Charlotte Thomas known for?
Charlotte Thomas is listed with skills including Investments, Financial Services, Aml, Strategic Financial Planning, Protection, Wealth Management, Insurance, and Inheritance Tax Planning.
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