established for tomorrow’s wealth

A unique framework of coordinated advice and insight. Our Group provides integrated financial planning, legal and asset management solutions for private clients, businesses, family offices and charities.

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Financial Planning
by Progeny Wealth

Our unique blend of financial and legal expertise will nurture your wealth – for today, for tomorrow and for generations to come.

Private Legal Services
by Progeny Private Law

Specialist private client lawyers dedicated to providing expert advice to a wide range of private clients, trustees and families.

Corporate Legal Services
by Progeny Corporate Law

We advise our clients on how best to create, enhance, preserve and ultimately realise the value of their businesses.

Asset Management
by Progeny Asset Management

Bespoke investment management to help all generations navigate financial markets.

established for tomorrow’s wealth

A unique framework of coordinated advice and insight. Our Group provides integrated financial planning, legal and asset management solutions for private clients, businesses, family offices and charities.

Learn More

Progeny offers pragmatic, reliable advice to protect and grow your wealth, either as a private individual or as a business. Whether you are a successful entrepreneur, a company director, a high-net-worth individual or a private family office, you know how hard it has been to create the wealth on which your future rests. This is where we come in.

Progeny was born out of an ambition to create the first multi-service professional platform, designed to match client goals with those of the professionals advising them. Over 80 experienced members make up the Progeny team: all share the same dream, and are aligned to the same purpose. Because we like to practise what we preach, every member of our senior team is personally invested in Progeny. We believe in accountability and personal commitment, just as you do.

Wealth creation is the hard part. And it doesn’t come without risk. In growing your wealth and passing it on, you want to avoid false economies. But managing it can often attract large fees, and we don’t believe that it should. Progeny is our answer.

We are very proud to be Progeny. Established today, for tomorrow’s wealth.

Financial Planning

Our unique blend of financial and legal expertise will nurture your wealth – for today, for tomorrow and for generations to come.

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Progeny Wealth offers you an advisory service that will protect, preserve and grow your personal and family wealth.

Our team of expert advisers recognises that each client is unique. We take time to understand your aspirations and your outlook, and to develop an understanding of your requirements. Designed to fulfil your objectives over time, this enables us to build enduring relationships with you, as circumstances change and priorities shift.

We can provide bespoke solutions that meet and anticipate your needs as they evolve. Insightful, strategic financial planning is therefore central to everything we do on your behalf. We are able to evaluate and advise on which investment products are most suitable for your strategy. Using our experience and knowledge in investment services, we can guide you through the available options, including alternative investments, that are appropriate to your circumstances.

Always ambitious for our clients, Progeny Wealth can make a real difference to your future.

Private Legal Services

Specialist private client lawyers dedicated to providing expert advice to a wide range of private clients, trustees and families.

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At Progeny Private Law, our expert team offers specialist advice across a broad spectrum of private client work, including: succession planning, tax mitigation, and trust structuring, as well as Will and estate planning.

Although Progeny Private Law encompasses a range of expertise, the team is united by shared core values.

We believe in the importance of individuality. Our team works to establish and maintain personalised client relationships within a professional framework. Whether our clients are high net worth individuals, families or business owners, they receive the personal attention of individual lawyers, who are focused on understanding and achieving each client’s specific objectives.

At the same time, our team is flexible and organised, providing a cohesive network of communication and support together with clients’ other advisers.

Corporate Legal Services

We advise our clients on how best to create, enhance, preserve and ultimately realise the value of their businesses.

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Progeny Corporate Law’s products and services focus on enhancing and preserving the value of your business.

We only provide advice after gaining a comprehensive understanding of your business and its objectives, and your plans for the future.

We offer a fixed fee charging structure to encourage you to ask all the questions that you need to, without fear.

Whilst our main focus is to provide long-term proactive and regular value, we can also provide transactional solutions to every conceivable legal challenge you might face along the way, as would be expected of a leading legal partner in your business.

Asset Management

Bespoke investment management to help all generations navigate financial markets.

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Progeny Asset Management provides tailored investment solutions: our experienced Discretionary Managers make investment decisions so you don’t have to.

We offer an independent, personal approach and can consider a broad range of investments including cash, fixed interest, equities and alternatives such as infrastructure. Our Investment Managers construct bespoke portfolios to meet your needs as we understand no two clients are the same. We also offer a managed portfolio service which may be more appropriate for your needs.

From the outset, we work with you to identify your investment objectives and attitude to risk; this shapes future investment decisions. Whether you have a pension, an investment bond or a general investment account, the process is the same.

We pride ourselves on having established relationships with company management teams, fund managers and investment analysts.

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Contact us today to find out what we can do for you.

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