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Wealth management for complex lives

When your wealth is significant, decisions often involve greater responsibility and complexity. At Progeny, we support high‑net‑worth individuals and families in managing, protecting and planning their wealth through connected advice designed to stand the test of time.

Joined-up advice for those with more to consider

Our role is to help simplify complexity, bring clarity to important decisions and support you in moving forward with greater confidence, today and with future generations in mind.

Your financial affairs often extend far beyond investments alone. Tax, estate planning, and family priorities all need to work together effectively.

That’s why we bring financial planning, tax structuring, legal expertise and asset management together under one roof. A financial planner will work with you to create a long term strategy, providing a joined up view of your wider financial position over your lifetime. Tax and legal advice are provided where appropriate and agreed upon as part of your overall service.

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Advice shaped around you

We work with high-net-worth individuals and families whose financial affairs require thoughtful planning and careful stewardship. Whether you are preserving family wealth, planning succession, exiting a business or structuring assets across generations, our advice is shaped around your circumstances, objectives and longer‑term ambitions.

As a Chartered Financial Planning firm, we meet recognised professional standards. Our advice is independent, considered and focused on what we believe is appropriate for you, based on a full understanding of your situation.

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Confidence today. Considered planning for tomorrow.

With the right structures in place, your wealth can help support your life today while planning for future needs and priorities. We’re here to help you make informed decisions with clarity, discretion and confidence.

Creating a financial plan

Frequently Asked Questions

Is there a minimum level of wealth required to work with Progeny?

We typically work with high-net-worth individuals and families whose financial affairs involve a higher level of complexity. While there is no single figure that applies in every case, our wealth management services are generally suited to clients with investable assets of £400,000 or more, or those anticipating a significant liquidity event, such as a business sale or inheritance. This threshold reflects the level of complexity our services are designed to support, rather than a strict requirement in every situation.

Why do minimum asset levels apply?

Our financial advice is highly personalised and delivered by a dedicated, multidisciplinary team. Minimum asset levels help ensure that the scope, structure and ongoing nature of our services are appropriate for your circumstances and that the value of advice is proportionate to the level of support provided.

What if my wealth is tied up in a business or property?

Many of our clients hold significant value outside traditional investments. If your wealth is linked to a business, property portfolio or a future event, we can still help. Our advisers regularly work with clients ahead of a sale, exit or transition to help ensure planning is in place before capital is realised.

Please note

The value of investments can go down as well as up, and you may get back less than you invest. Past performance is not a reliable indicator of future results.
Tax treatment depends on individual circumstances and may be subject to change.
Legal and tax services are provided by Progeny Legal Limited, which is authorised and regulated by the Solicitors Regulation Authority.