Our background gives us the experience and wisdom to push our business forward while continuing to deliver an exceptional service to our clients.
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1981
The Lawrence Scoffield Group is established.
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2008
The Lawrence Scoffield Group undergoes its first buyout by a team including Neil Moles.
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2014
The Progeny concept is born: to provide a unique combination of wealth management and legal advice for private clients, corporates and family offices.
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March 2015
LSG Holdings invests in Lawsco Holdings, the company behind The Lawrence Scoffield Group, capitalising Progeny’s formation.
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31st July 2015
Progeny Private Law is established by Martin Hasyn, Frances Davies and Suzannah Farnell – the first part of Progeny to be launched.
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6th April 2016
Progeny is officially launched, bringing together The Lawrence Scoffield Group (rebranded as Progeny Wealth), Mark Burns Legal Services (rebranded as Progeny Law), and Progeny Private Law.
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11th October 2016
Progeny Asset Management is launched – a discretionary investment management firm offering bespoke and model portfolios.
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21st March 2017
Quadrant Group, a London-based wealth management firm, joins Progeny, expanding Progeny’s geographical presence into the South.
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4th October 2017
Chestergate Financial Planning, a financial advice firm based in Salisbury specialising in private clients with complex financial needs, joins Progeny.
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24th July 2018
Progeny acquires Evolve Financial Planning, a firm based in Croydon, further expanding its national presence and bringing Progeny Wealth‘s total assets under advice to over £1bn for the first time.
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14th February 2019
Progeny expands 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.
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1st April 2019
Progeny launches its Adviser Academy, with Paraplanners Joshua Castle and Robert Appleby becoming the inaugural members.
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13th June 2019
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.
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6th November 2019
Progeny is ranked 7th in FTAdviser’s Top 100 Financial Advisers 2019, which showcases the best financial advisory businesses in the UK.
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18th November 2019
Progeny Tax is launched, offering a complete range of tax services, from one-off specialist advice to ongoing tax compliance.
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10th December 2019
Progeny acquires the award-winning Addidi Wealth, a female-focussed financial planning firm based in London.
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27th April 2020
Progeny launches its ‘Positive Index’ – a round-up of the decisive action being taken throughout the coronavirus lockdown.
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22nd June 2020
Progeny announces its new technology strategy and appoints Tim Thompson-Rye as CTO.
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2nd February 2021
Progeny launches its Bravo ESG portfolios, an evidence-based, total return portfolio range designed using a systematic discipline.
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15th February 2021
Progeny acquires Leeds-based legal firm, Watsons Law, adding expert real estate conveyancing to its unique professional services proposition.
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April 2021
Progeny Asset Management hits £1bn assets under management, up from just £1m at the start of 2017.
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21st April 2021
Progeny acquires Ayrshire-based Affinity Financial Planning, continuing its expansion in Scotland.
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29th October 2021
Progeny partners with Further Global Capital Management to accelerate the company’s ambitions to become the UK’s best professional advisory firm.
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4th November 2021
Progeny acquires Yorkshire financial advice firm J M Glendinning Financial Services.
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