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.
-
2014
The Progeny concept is born: to provide a unique combination of wealth management and legal advice for private clients, corporates and family offices.
-
March 2015
LSG Holdings invests in Lawsco Holdings, the company behind The Lawrence Scoffield Group, capitalising Progeny’s formation.
-
31st July 2015
Progeny Private Law is established – the first part of Progeny to be launched.
-
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 into the South.
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 -
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, with MD Sam Moxham becoming Progeny’s HR Director.
Learn more -
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.
Learn more -
18th November 2019
Progeny Tax is launched, offering a complete range of tax services, from one-off specialist advice to ongoing tax compliance.
Learn more -
10th December 2019
Progeny acquires the award-winning Addidi Wealth, a female-focussed financial planning firm based in London.
Learn more -
27th April 2020
Progeny launches its ‘Positive Index’ – a round-up of the decisive action being taken throughout the coronavirus lockdown.
Learn more -
22nd June 2020
Progeny announces its technology strategy and appoints Tim Thompson-Rye as CTO.
Learn more -
2nd February 2021
Progeny launches its Bravo ESG portfolios, an evidence-based, total return portfolio range designed using a systematic discipline.
Learn more -
15th February 2021
Progeny acquires Leeds-based legal firm, Watsons Law, adding expert real estate conveyancing to its unique professional services proposition.
Learn more -
April 2021
Progeny Asset Management hits £1bn assets under management, up from just £1m at the start of 2017.
Learn more -
21st April 2021
Progeny acquires Ayrshire-based Affinity Financial Planning, continuing its expansion in Scotland.
Learn more -
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.
-
4th November 2021
Progeny acquires Yorkshire financial advice firm JM Glendinning Financial Services.
Learn more -
12th April 2022
Progeny acquires The RU Group, a Chartered financial planning firm based in Nottingham, topping £3Bn AUM for the first time.
Learn more