Top 100 Financial Advisers 2019. Our background gives us the experience and wisdom to push our business forward while continuing to deliver an exceptional service to our clients.
-
1981
The Lawrence Scoffield Group is established.
-
2008
The Lawrence Scoffield Group undergoes its first buyout by a team including Neil Moles.
-
2008
The Lawrence Scoffield Group relocates to the new central Leeds offices from its original Great George Street home.
-
2012
The Lawrence Scoffield Group sells-off its General Insurance division to concentrate on and strengthen its Wealth Management operations.
-
2013
The Lawrence Scoffield Group relocates to a new bespoke office in the historic Marshall’s Mill building.
-
2014
The Progeny concept is born, providing a unique combination of wealth management and legal advice for private clients, corporates and family offices.
-
March 2015
LSG Holdings invests in Lawsco Holdings Limited, the company behind The Lawrence Scoffield Group, capitalising Progeny’s formation.
Learn more -
31st July 2015
Progeny Private Law established by Frances Davies, Martin Hasyn and Suzannah Farnell.
Learn more -
2015
Progeny House purchased and refurbished to create a central Progeny office.
-
25th February 2016
Progeny Private Law Director Frances Davies sets a new world record with team Yorkshire Rows, rowing across the Atlantic Ocean for the 2015 Talisker Whisky Atlantic Challenge.
Learn more -
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.
Learn more -
11th October 2016
Progeny Asset Management is launched – a discretionary investment management firm offering bespoke and model portfolios.
Learn more -
21st March 2017
Quadrant Group, a London-based wealth management firm, joins Progeny, expanding Progeny’s geographical presence.
Learn more -
4th October 2017
Chestergate Financial Planning, a financial advice firm based in Salisbury specialising in private clients with complex financial needs, joins Progeny.
Learn more -
1st March 2018
Progeny announces its fundraising strategy and chosen charities for 2018, and becomes a member of the Leeds Community Foundation 100 Club.
Learn more -
15th April 2018
Progeny Private Law Director, Frances Davies, completes the Marathon des Sables – a 7-day, 156 mile marathon across the Sahara desert, fundraising for Maggie’s Centres.
Learn more -
14th May 2018
Progeny launches ‘Club Legal‘, a fixed-fee legal membership product designed to provide a bespoke package of legal support to businesses across the UK.
Learn more -
9th July 2018
Progeny’s multiple brands are further aligned under a single brand: simply ‘Progeny’, demonstrating Progeny’s commitment to providing clients with a unique framework of coordinated advice and insight.
Learn more -
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.
Learn more -
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.
Learn more -
1st April 2019
Progeny launches its Adviser Academy, with Paraplanners Joshua Castle and Robert Appleby becoming the inaugural members.
Learn more -
13th June 2019
Progeny acquires Halo HR, adding HR services to its extensive multi-service offering for the first time.
Learn more -
21st June 2019
Progeny Tax is launched, offering a complete range of tax services, from one-off specialist advice to ongoing tax compliance.
Learn more -
21st August 2019
Progeny strikes a sponsorship deal with Sheffield FC, the World’s First Football Club.
Learn more
