Progeny’s rich history spans almost 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 joins The Lawrence Scoffield Group.

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  3. 2008

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

  4. 2012

    The Lawrence Scoffield Group sells-off its General Insurance division to concentrate on and strengthen its Wealth Management operations.

  5. 2014

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

  6. March 2015

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

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  7. Yorkshire Rows complete Talisker Whisky Atlantic Challenge

    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.

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  8. 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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  9. Northern Ballet

    28th September 2016

    Progeny partners with Northern Ballet.

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  10. Progeny Asset Management logo

    11th October 2016

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

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  11. Quadrant Group logogram

    21st March 2017

    Quadrant Group, a London-based wealth management firm, joins Progeny, expanding Progeny’s geographical presence.

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  12. 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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  13. Climbing up a sand dune during the Marathon des Sables

    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.

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  14. 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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  15. Scenic view of Edinburgh skyline with the castle in background

    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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  16. Photos of Joshua Castle and Robert Appleby

    1st April 2019

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

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  17. Halo HR

    13th June 2019

    Progeny acquires Halo HR, adding HR services to its extensive multi-service offering for the first time.

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  18. Alex Shaw, Director of Progeny, and Richard Tims, Chairman of Sheffield FC, with the team’s new kit showing Progeny logo

    21st August 2019

    Progeny strikes a sponsorship deal with Sheffield FC, the World’s First Football Club.

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  19. 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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  20. 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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  21. 10th December 2019

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

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

    2nd March 2020

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

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