Alex Shaw
Associate Director (Wealth) at Progeny @Progeny
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WORK HISTORY
Associate Director (Wealth) at Progeny @Progeny
Leeds, GB
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.
EDUCATION
Batley Grammar School
11 GCSE, 4 'A' Level
The University of Huddersfield
Bachelor of Arts (BA), Business Studies
SKILLS
ABOUT ALEX SHAW
Alex is comfortable covering all aspects of financial advice and has a portfolio of clients based across the north of England and the rest of the UK. His particular areas of expertise are advising on wealth management, retirement planning and Inheritance Tax mitigation.Alex joined the company in August 2008 and became an equity shareholder in June 2014, when became a founding director of Progeny Wealth. Prior to joining the company, he spent a successful eight years in advisory and technical roles with Barclays and Aegon.Alex is a member of the Chartered Insurance Institute and the Personal Finance Society by examination.
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