History

The Progeny concept is born: to provide a unique combination of wealth management and legal advice for private clients, corporates and family offices.

LSG Holdings capitalises Progeny’s formation by investing in Lawsco Holdings, the company behind The Lawrence Scoffield Group.

Progeny is officially launched, bringing together The Lawrence Scoffield Group (rebranded as Progeny Wealth), Mark Burns Legal Services (rebranded as Progeny Corporate Law), and Progeny Private Law.

Progeny Asset Management is launched – a discretionary investment management firm offering bespoke and model portfolios.

Progeny expands into the South for the first time by making its first acquisition: Quadrant Group, a London-based financial planning firm.

Progeny makes its second acquisition: Chestergate Financial Planning, a financial advice firm based in Salisbury specialising in private clients with complex financial needs.

Progeny acquires Evolve Financial Planning, a firm based in Croydon, further expanding its national presence.

Progeny expands again, including into Scotland for the first time, with the acquisition of a trio of firms – Innovate Financial Services in Edinburgh, Quest Financial Solutions in Buckinghamshire and Juno Wealth Management in Sussex.

Progeny launches its Adviser Academy, with Paraplanners Joshua Castle and Robert Appleby becoming the inaugural members.

Progeny acquires Halo HR, adding HR services to its extensive multi-service offering for the first time, with MD Sam Moxham becoming Progeny’s HR Director.

Progeny is ranked 7th in FTAdviser’s Top 100 Financial Advisers 2019, which showcases the best financial advisory businesses in the UK.

Progeny Tax is launched, offering a complete range of tax services, from one-off specialist advice to ongoing tax compliance.

Progeny acquires the award-winning Addidi Wealth, a female-focussed financial planning firm based in London.

Progeny acquires Leeds-based legal firm, Watsons Law, adding real estate conveyancing to its unique professional services proposition.

Progeny acquires Hampshire-based financial advisers Coll Perkins to further expand its presence in the south of England.

Progeny acquires The Fry Group, a firm with offices in the UK, Dubai, Hong Kong, Singapore and Belgium, marking its expansion into international markets for the first time.

Progeny launches its Summer School programme for 16 to 18 year old students interested in learning more about a career in financial services.

Progeny acquires Scottish professional services firm, Moray Group, further expanding its legal services across Scotland.

Progeny acquires Chartered financial planning practice Lewis Brownlee Financial Services, expanding its presence in the south of England.

Progeny Wealth achieves corporate Chartered status, underpinning its commitment to strong professional values.

Progeny announces its plans to acquire Chartered financial planning practice, Gibbs Denley, extending its footprint to East Anglia.

Progeny appoints Caroline Hawkesley to the new role of UK Managing Director as part of a restructure to strengthen its position in the UK market and prepare the business for future international growth.

Progeny wins ‘Employer of the Year’ for the second time running at the Yorkshire Financial Awards 2023.

Progeny becomes a certified B Corporation and part of a global community of businesses that are verified as meeting high standards of social and environmental impact.

Progeny announces its acquisition of Carbon Financial Partners, a Chartered firm with a team of 45 staff across offices in Edinburgh, Glasgow, Aberdeen and Perth.

Progeny acquires Manchester-based Chartered Wealth Management, a team of 21 with a collective 170 years’ experience in providing financial help and advice.