Robert Appleby Email & Phone Number

London, United Kingdom

London, United Kingdom

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

London, United Kingdom

• My position is that of a dealer and financial advisor jointly responsible for a book of clients made up of execution only, advisory and discretionary accounts;
• Creating friendly and professional bonds with clients.
• Taking orders and executing them either by interacting with the order book, trading on the RSP or speaking directly with the market.
• Providing investment advice to clients.
• Keeping clients informed of the current position of their portfolio.
• Produce… Show more My position is that of a dealer and financial advisor jointly responsible for a book of clients made up of execution only, advisory and discretionary accounts;