We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, property, private and corporate legal services.
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Whatever your goals, however difficult the challenge, Progeny is all of your trusted advisers in one place.
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, family offices and charities with our diversity of expertise. Matching you with the right team of professionals, we can help you to achieve your needs and goals.
If you would like to find out more about how our award winning team can support you with financial and legal services, please do get in touch.
Our Values
Our purpose is to make a positive and lasting difference, challenging the status quo for clients, colleagues and the world we live in together.
1. Group Wisdom
Being a collaborative environment that seeks to encourage everyone to engage and contribute their ideas.
Ability to engender trust and make decisive, informed and considered decisions based on our diversity of professional expertise.
An inclusive, creative, and cooperative team that is redefining industry norms.
2. Empowering Others
Creating opportunities for clients, colleagues and communities.
Investing in people and building positive relationships.
Nurturing talent and professionalism.
Every member of the senior team is personally invested in our ownership.
3. Agility
Fitness to adjust to rapid change and act like a start-up.
We are on a growth trajectory.
We use technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser.
4. Social Responsibility
Committed to making positive change in our industry towards greater transparency, equality, diversity, inclusivity and democracy.
Becoming a greener business, with strong sustainability goals.
Giving back through charitable partnerships.
5. Long-Term Thinking
Established for tomorrow’s wealth.
Business strategy built with long-term planning to last beyond ourselves.
Investment products that will withstand markets over time.
Outstanding custodians of our profession.
Always making the right decisions for the long-term benefit of our clients.
