Home Locations Fareham
Connect with a Fareham financial planning expert, working with clients across Portsmouth, Winchester and Basingstoke.
For clients across Fareham and the wider Hampshire region, Progeny offers clear, connected financial planning designed to support every stage of life.
Our financial planners are supported by expert lawyers and tax specialists, working together to offer advice that supports every stage of life, helping you build wealth, protect your family and create a foundation that lasts. With integrated expertise, we design financial solutions built to adapt as life changes.
Chartered advice shaped around your goals
Progeny Wealth is regulated by the Financial Conduct Authority and is a Chartered Financial Planner firm serving Hampshire. We offer independent and transparent advice that supports your long-term ambitions.
Personalised planning for every life stage
We build flexible, personalised strategies that adapt as your circumstances evolve and are as unique as you. Whether you’re buying a home on the South Coast, preparing for retirement or supporting children and grandchildren, your plan will always align with what matters most to you.
Connected expertise in one place
Our financial planners work closely with in-house legal and tax specialists to bring clarity to complex decisions and protect what matters most.
Request a free, no‑obligation consultation using our online form. It’s an easy way to explore how our connected advice can support your goals.
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We believe wealth is more than the figures on a page. It’s the ability to make choices, to support loved ones and to move forward with confidence as life changes.
At Progeny, we go beyond traditional approaches to bring you a fresh perspective across a range of financial planning services.
Alternative Investments are financial instruments that offer specific tax benefits to clients.
Planning for your future is made easier with Progeny.
Considering what happens to your estate when you pass away can be emotionally challenging. If you live overseas away from friends and family, it can feel an even more daunting task.
With the right inheritance tax planning, you can help preserve more of your estate for the people who matter most. Our experts can help you create a clear and efficient succession plan.
We offer expert independent advice on what might be your most important investment.
Yes. Our mortgage specialists can support you in securing lending that aligns with your wider financial plans, whether you are buying in Hampshire, remortgaging, releasing equity or investing in property.
We offer comprehensive financial planning services in Hampshire, including wealth management, mortgage advice, retirement planning, tax and estate planning, investments and family protection.
Absolutely. You can meet our advisers in person at our Fareham office, and we also offer virtual appointments if that better fits your schedule.
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