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

Tailored discretionary investment management solutions 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 100 experienced members make up the Progeny team: all share the same vision 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.

Learn More

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

We know that every one of our clients is unique. That’s why we take the time to learn about your aspirations and your outlook, so that we can develop a full understanding of your individual requirements. We take pride in building an enduring relationship with you.

Over time, your circumstances will change and your priorities will shift. With our bespoke offering, we can anticipate your needs as they evolve and provide the right support and advice to ensure that you continue to fulfil your life’s objectives.

Insightful, strategic financial planning is central to everything we do. We give you clear and considered advice on the available investment options and, using our experience and knowledge of investment services, recommend the investment products that are most suitable for your strategy.

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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Our expert team at Progeny Private Law offers specialist advice across a broad spectrum of private client legal work.

We place our clients at the centre of everything we do. Clients often share similar priorities, but their views on how those priorities should be pursued can be very different. We take the time to understand how you view your wealth and how you wish that wealth to be passed on.

By building strong relationships with you and with other generations of your family, we can create bespoke solutions that enable your beneficiaries to receive a significant and lasting benefit from their inheritance.

Our team offers a broad range of expertise, including succession planning, tax mitigation, trust structuring, and Will and Power of Attorney planning. We also have particular experience in dealing with Court of Protection matters and trust and probate administration.

Whether you are a high-net-worth individual, the steward of your family’s affairs, or a business owner, you will receive the personal attention and tailored advice of our dedicated lawyers, who are focused on understanding and achieving your specific objectives.

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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At Progeny Corporate Law, we see the world through the eyes of our clients. Their goals and aspirations inform our approach, along with our desire to develop enduring relationships that further their interests.

We start by thinking about how we can best help businesses to grow. Our support is designed around the challenges our clients face and the ambitions that drive them forward. We develop and implement a proactive and commercially-focused strategy to support their success.

We work with companies of all shapes, sizes and sectors. This gives us the breadth and depth of experience to understand your needs, whatever your situation, and gives you the assurance that we can help you achieve your business objectives. Working across all legal areas relevant to business (including HR and employment; incentivising management, corporate and commercial; tax; digital, compliance and IP; and property and real estate), we provide considered and specific advice built around your exact goals and circumstances.

Asset Management

Bespoke investment management to help all generations navigate financial markets.

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Progeny Asset Management provides tailored discretionary investment management solutions to help all generations navigate financial markets.

Our client-focused approach means that we get to know you, your investment goals and your risk appetite so that we can provide you with the highest level of service and the right investment solution. Your Investment Manager is on hand to answer your queries or put plans into action, and our wider expert team provides a wealth of experience to tap into.

We construct bespoke portfolios designed to match your individual requirements and can consider a broad range of asset classes. We also offer a managed portfolio service which, depending on your circumstances, may suit you better. We have a range of innovative solutions available exclusively to clients that come to us through a financial adviser.

We pride ourselves on having established relationships with company management teams, fund managers and investment analysts. We work with our clients to build a strong bond that can last a lifetime, giving them the confidence that their wealth is working for them.

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

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