Home > About Us > Our History

1. 

   1981

   The Lawrence Scoffield Group is established.

2. 

   2004

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

3. 2008

   Neil Moles leads a management buyout of The Lawrence Scoffield Group.

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

6. 31^st July 2015

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

7. 

   6^th April 2016

   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.

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8. 11^th October 2016

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

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9. 

   21^st March 2017

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

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10. 

    4^th October 2017

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

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11. 

    24^th July 2018

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

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12. 14^th February 2019

    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.

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13. 

    1^st April 2019

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

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14. 

    13^th 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. 

    6^th 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. 

    18^th 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. 

    10^th December 2019

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

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18. 

    2^nd March 2020

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

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19. 

    15^th February 2021

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

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20. 

    21^st April 2021

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

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21. 

    4^th November 2021

    Progeny acquires Yorkshire financial advice firm JM Glendinning Financial Services.

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22. 

    12^th April 2022

    Progeny acquires The RU Group, a Chartered financial planning firm based in Nottingham.

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23. 

    31^st May 2022

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

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24. 

    28^th June 2022

    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.

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25. 

    11^th July 2022

    Progeny acquires Edinburgh-based Chartered financial planners Balmoral Asset Management.

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26. 

    1^st August 2022

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

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27. 

    21^st September 2022

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

28. 

    22^nd November 2022

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

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29. 

    10^th January 2023

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

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30. 

    3^rd March 2023

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

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31. 

    30^th March 2023

    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.

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32. 

    5^th May 2023

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

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33. 

    15^th June 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.

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34. 

    7^th August 2023

    Progeny acquires the award-winning, Nottingham-based wealth manager, Fiscal Engineers.

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