Home Financial Planning Strategic Financial Planning
Strategic financial planning involves creating personalised financial strategies to help individuals or businesses reach their long-term financial goals and this is at the heart of everything we do at Progeny.
Financial planning and planning for retirement is an ongoing strategic process that requires careful analysis, personalised advice, and regular updates to adapt to changing circumstances and help you work towards your short and long term financial goals.
Our highly experienced financial planners will work closely with you to understand every aspect of your financial situation, in conjunction with your specific objectives, needs, attitude to risk and lifestyle. Using this information, we will formulate a tailored, financial planning strategy that is designed to give you clarity and direction for your financial journey.
With 18 offices across the UK, our extensive network of experts ensures that we are accessible and available to your needs wherever you are.
Our team of planners have been celebrated with accolades from awarding bodies such as FT Adviser, Citywire, Yorkshire Financial Awards and many more.
Our decades of experience, working with both UK and international clients, means that we have navigated a wide variety of complex requirements, with the aim of helping people achieve their financial goals.
01
Discovery
We always begin with a full analysis of your circumstances, needs and existing assets. Once we fully understand your circumstances and goals, we begin by assessing your emotional tolerance to risk. This helps us narrow down suitable strategies for you.
02
Analysis
Assessing your current situation: Here we conduct a full audit of your present position to ensure that we have a true and complete understanding of you, your family and your financial affairs.
03
Structure
Planning ahead: We will carry out in-depth research and analysis to create a robust and thorough Financial Plan
04
Stewardship
Proper financial planning is not a one-off event. It is a dynamic and evolving process to ensure that you meet your goals and aspirations. Plans will have to adapt to changing conditions for this reason generally people need ongoing advice, counselling and support.
Work with a financial planning professional to define clear, specific, and measurable goals. Break them into short-term, medium-term, and long-term objectives. Create a plan with actionable steps and track your progress regularly. Adjust your strategy as needed to stay on course.
Start as early as possible to take advantage of compound interest. Even small contributions made consistently over time can grow significantly. By working with a financial planning expert, you can understand what you can realistically save per month and annually to help towards retirement.
Formulating plans for investing surplus funds to generate additional revenue. This could involve investments in stocks, bonds and other assets.
Strategic financial planning encompasses evaluating, planning, and adjusting plans to keep financial goals on track to meet long-term goals.
This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.
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Alternative Investments are financial instruments that offer specific tax benefits to clients.
Advice to help you make the most of your pension, wherever you are in the world.
We offer expert independent advice on what might be your most important investment.
We build and adapt the right investment solutions to meet all requirements.
We can help you navigate the topics you may not want to consider.
If giving back is part of your plan, we can help manage the process.
Planning for your future is made easier with Progeny.
Securing your wealth for future generations.
Govind Randhawa
Associate Financial Planner
Craig Stephen
Tom Hill
Mark Easter
Financial Planner
Matt Gunn
Chartered Financial Planner
Stuart Lyall
Emil McKenzie
Connie Ruck
Alex Cork
Financial Planning Technician
Elizabeth Bradshaw
Head of Relationship Development
Kevin Bunting
Senior Financial Planner
Simon Wallis-Taylor
Jon Page
Chris Henry
Will Abbott
Rachael McPherson
Billy Boult
Technical Team Leader
James Dennis
Frazer Edwards
Investment Governance Manager
Katherine Radford
Technical Team Lead
Sam Holmes
Martin Jarvis
Tom Sadler
Hazel Manlove
Matthew Daniels
Wilfred Smith
Darren McMillan
Liam Sheils
Paula Eardley
Steven Hall
Mark Ormston
Chris Shelton
Shona Barr
Associate Director | Certified Financial Planner
Dominic Chisholm-El Saad
Ian Ellis
Karen Harris
William Degen
Martin Wright
James Sutton
Director
Ho-Fung Man
George Howard
Ed Read Cutting
David Jenkins
Darren Hewitt
Ashley Jones
Amanda Newell
Head of Belgium
Alexandre Neyrinck
Nick Parkes
Ian Barnett
Euan Atkinson
Chartered Financial Planner, Associate Director
Chris Hendry
Associate Director
Douglas Considine
Patrick Bell
Peter Denmark
Andy Dyke
Associate Director, Wealth
Sally Talbot
Joe Staniforth
Jonathan Nicholls
James Batchelor
Daniel Eatch
Nick Onslow
Matthew Liver
Leo Gauvain
Nick Lambert
Victoria Ross
Sam Whitaker
Jamie Heffernan
Catherine Weatherill
Chartered Associate Planner
Ian McKenary
John Francis
Managing Director
Grant Macara
Colin Campbell
Ian McKenzie
Robert Appleby
Philip Healey
Harry Mackie
Nicola Tait
Jonathan Ferris
Joshua Castle
Emily Marland
James Honeyman
Alex Shaw
Dominic Lobo
Andrew Clarke
Regional Director
Andrew Pereira
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