About us

Progeny is the first and only global professional services firm to bring together independent advisory excellence across financial planning, tax, legal and asset management.

We join the dots to understand the bigger picture of you, your family and your business to ensure you always receive first-class non-siloed advice, regardless of complexity, speciality or territory.

Our team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors and Tax Specialists are equipped to deliver sophisticated solutions that meet your complex needs. Working together, for you.

We aim to achieve the very best for investors, businesses, and family offices with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.

The expert partner for people with complex financial needs.

A professional services firm that houses the industry’s leading advisory experts across multiple disciplines – serving people with complex financial needs.

Delivering an holistic, joined-up, personalised view of your financial situation.

Making things simple, valuable and personal.

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Award winning, trusted partners

Our team of professional advisers are celebrated award winners in their respective fields.

From financial planning, wealth management, legal expertise and employee well being, our team members’ hard work and dedication to their clients have been celebrated in some of the industry’s most prestigious awards over the years.

Our History

Our rich history spans five decades with incredible growth year-on-year, which we attribute to our legion of highly-valued clients and our ranks of indispensable employees.

Our History

Leading by example

As one of just a few UK professional services firms in the UK to achieve B Corp status, Progeny is incredibly proud to be part of this revered global community of businesses that meet rigorous standards of social and environmental impact.

B-Corp Charity & Community