Financial Services in Edinburgh

Professional financial services in Edinburgh, designed to help you make confident decisions about your wealth, family and future.

Edinburgh Scotland

At Progeny, we bring together financial planning, wealth management, pension advice and mortgage advice under one roof, supported by specialist expertise across tax, legal and asset management.

Through Connected Financial Thinking, we help you see the bigger picture, make informed decisions and build a financial plan that supports your ambitions today and for years to come.

Chartered Financial Planners Logo FT_Top100_ProgenyWealth

Advice you can trust

  • Progeny Wealth Limited is authorised and regulated by the Financial Conduct Authority.
  • We are proud to hold Chartered Financial Planning status, reflecting our commitment to professionalism, integrity and high standards of client care.
  • Progeny Wealth was named Chartered Financial Planning Firm of the Year at the PFS Awards 2025/26.

Book a consultation with an adviser in Edinburgh

Contact us
Progeny Leeds office

See the bigger picture

Financial decisions are connected. Our specialists work together across planning, tax, legal and asset management to help you make confident decisions.

Connected financial planning

Feel confident about what’s next

As life changes, your priorities can too. We build long-term relationships to help keep your plans aligned with your goals.

Long term financial planning

Build a plan designed to last

Our Chartered financial planners create resilient strategies that support your ambitions today and prepare you for the future.

Local expertise and national strength

Benefit from local expertise and national strength

Benefit from Edinburgh-based financial advice backed by a national network of experts in financial planning, tax, legal services and asset management.

How we can help

A strong financial future starts with a clear plan. Our Edinburgh financial planners take the time to understand your goals, priorities and circumstances before creating a strategy tailored to your life.

Whether you’re building wealth, preparing for retirement, supporting family members or planning your legacy, we’ll help you move forward with greater clarity and confidence.

Financial Advice Leeds

Our Leeds financial planners take the time to understand your goals, priorities and circumstances before creating a strategy tailored to your life.

Mortgage Advice Edinburgh

Alternative Investments

Alternative Investments are financial instruments that offer specific tax benefits to clients.

Retirement Planning

Planning for your future is made easier with Progeny.

Estate planning

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.

Inheritance Tax Planning

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.

FAQs

Our Edinburgh team provides financial planning, mortgage advice, pension advice and wealth management services. Through our connected approach, clients may also benefit from specialist expertise across tax, legal and asset management where appropriate.

Financial planning provides the foundation for confident financial decisions. It helps bring clarity to your goals and creates a framework for managing wealth, planning retirement, supporting family priorities and building a lasting legacy.

Yes. Investment advice forms part of our wider financial planning and wealth management services. Recommendations are tailored to your objectives, attitude to risk, timescales and wider financial circumstances.

Pension advice can help you understand your current position, assess future income needs and develop a strategy for retirement. This may include reviewing personal pensions, workplace pensions, retirement income planning and wider wealth considerations.

Yes. Progeny Wealth Limited is authorised and regulated by the Financial Conduct Authority. Our services are subject to the UK regulatory regime and are primarily intended for UK consumers.

Location
Edinburgh
18 Rutland Square
Edinburgh
EH1 2BB
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Meet our Edinburgh team

If you’re looking for a financial adviser in Edinburgh, you’ll find us at 18 Rutland Square, Edinburgh, EH1 2BB, in the heart of the city’s West End.

The office is well connected by both road and public transport. Haymarket Station is around a 10-minute walk away, Edinburgh Waverley is approximately 15 to 20 minutes away, and the West End tram stop is just a short walk from the office.

To arrange a meeting with one of our Edinburgh advisers, call +44 131 221 6950.

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