Progeny has appointed Andrew Priestley to the new role of head of client value proposition.
With a career spanning over 30 years in retail financial advice, he brings extensive experience in business relationship management and customer experience.
Priestley (pictured) joins from Tenet, where he spent three years, initially as head of operations and assurance and more recently as head of Tenet Mortgage Solutions. Before this, he held a number of senior roles at Skipton Building Society, including head of customer proposition and head of financial advice operations.
In line with the objectives of Consumer Duty, the new head of client value proposition role will be responsible for ensuring that Progeny continues to develop a deep understanding of the desires and requirements of its clients.
The focus will be on unifying the client journey and enabling Progeny to deliver an exceptional service and experience from beginning to end of the process, while also seeking to drive sustainable growth and profitability for the business.
Priestley said: “Progeny is a forward-looking company with a strong culture and as Head of Client Value Proposition, I’m excited to draw on my experience of amplifying the voice of the client to help maximise the unique nature of its multi-disciplinary services.”
Progeny UK MD, Caroline Hawkesley, said: “We’re delighted to welcome Andrew to the team and look forward to the laser-like focus he will bring to our client proposition and experience.
“In this new role, Andrew will bring the vision and knowledge to challenge the status quo and help us refine and rethink our approach as we look to further develop a unique and compelling offering for our clients.”
Progeny is the first and only B Corp Certified firm in the UK to bring together Chartered financial planning, asset management, tax, HR and private and corporate legal services.
