Progeny’s rich history spans over 40 years, yet we operate like a high-growth startup.

Our background gives us the experience and wisdom to push our business forward while continuing to deliver an exceptional service to our clients.

Meet our Team

A talented team of financial and legal professionals.

Meet the Team
  1. The Lawrence Scoffield Group


    The Lawrence Scoffield Group is established.

  2. Photo of Neil Moles


    Neil Moles, who will go on to become CEO of Progeny, joins The Lawrence Scoffield Group.

  3. 2008

    The Lawrence Scoffield Group undergoes its first buyout by a team including Neil Moles.

  4. 2014

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

  5. March 2015

    LSG Holdings invests in Lawsco Holdings, the company behind The Lawrence Scoffield Group, capitalising Progeny’s formation.

  6. 31st July 2015

    Progeny Private Law is established – the first part of Progeny to be launched.

  7. 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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  8. 11th October 2016

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

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  9. Quadrant Group logogram

    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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  10. Chestergate Financial Planning

    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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  11. Evolve Financial Planning logo

    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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  12. 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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  13. 1st April 2019

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

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  14. Halo HR

    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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  15. Neil Moles, Andrew Pereira and Alex Shaw at the FTAdviser awards

    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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  16. Progeny Tax logo

    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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  17. 10th December 2019

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

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  18. A photo of our new Leeds office’s reception area

    2nd March 2020

    Progeny’s Leeds headquarters moves to a state-of-the-art new home.

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  19. 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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  20. April 2021

    Progeny Asset Management hits £1bn assets under management, up from just £1m at the start of 2017.

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  21. Affinity logo

    21st April 2021

    Progeny acquires Ayrshire-based Affinity Financial Planning, continuing its expansion in Scotland.

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  22. Further Global

    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.

  23. JM Glendinning

    4th November 2021

    Progeny acquires Yorkshire financial advice firm JM Glendinning Financial Services.

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  24. The RU Group

    12th April 2022

    Progeny acquires The RU Group, a Chartered financial planning firm based in Nottingham, topping £3Bn AUM for the first time.

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  25. 31st May 2022

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

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  26. 28th June 2022

    Progeny acquires The Fry Group, marking its expansion into international markets and increasing its total assets under management to more than £5.5bn.

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  27. 11th July 2022

    Progeny acquires Edinburgh-based Chartered financial planners, Balmoral Asset Management, taking their total assets under management to more than £6.5bn.

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  28. 21st September 2022

    Progeny acquires Scottish professional services firm, Moray Group, further expanding it’s legal services across Scotland

  29. 22nd November 2022

    Progeny acquires Chartered financial planning practice, Lewis Brownlee Financial Services, expanding its presence in the south of England and take its assets under management to nearly £7bn.