Ethan M.

WORK HISTORY

EDUCATION

ABOUT ETHAN M.

I’m a driven and client-focused financial planning professional currently working as a paraplanner at Progeny Group. My career began at PwC in external audit, where I developed a strong analytical foundation, but I soon realised my real passion lay in helping individuals make informed and meaningful financial decisions.Since moving into financial planning, I’ve worked with high-net-worth clients to build cashflow models, prepare and present in client meetings, and carry out in-depth investment and tax analysis. I’m committed to objective-led, holistic advice and evidence-based investing principles that now guide my approach to client work.Previously at Cooper Parry Wealth and now at Progeny, I’ve had the opportunity to work with exceptional teams and advisers who’ve helped shape the kind of adviser I aim to become: someone who builds lasting relationships and delivers clarity and confidence around complex financial matters.I hold the CII Level 6 Advanced Diploma in Regulated Financial Planning, completed in under two years, and was recognised with the Nottingham PFS Best Exam Achiever Award in 2024. I’m now working towards the CISI Certified Financial Planner certification, which I aim to complete by the end of 2026.I’m always looking to grow, connect, and learn, especially as I take the next step toward an advisory role where I can make a meaningful impact on people’s financial lives.*VIEWS EXPRESSED ON HERE ARE MY OWN*