Progeny’s rich history spans over 45 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

    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. 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 Corporate 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

    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. Chestergate Financial Planning

    4th 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. Evolve Financial Planning logo

    24th July 2018

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

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  12. 14th 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. 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 real estate conveyancing to its unique professional services proposition.

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  20. Affinity logo

    21st April 2021

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

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  21. JM Glendinning

    4th November 2021

    Progeny acquires Yorkshire financial advice firm JM Glendinning Financial Services.

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  22. The RU Group

    12th April 2022

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

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  23. 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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  24. 28th 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. Balmoral Asset Management logo

    11th July 2022

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

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  26. Progeny Summer School

    1st 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. 21st September 2022

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

  28. 22nd 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. Chartered Financial Planners

    10th January 2023

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

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  30. Gibbs Denley Financial Planning logo

    3rd 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. 30th 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. Employer of the Year

    5th May 2023

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

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  33. Certified B Corporation

    15th 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. Fiscal Engineers logo

    7th August 2023

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

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  35. Carbon Financial Partners logo

    24th October 2023

    Progeny announces its acquisition of Carbon Financial Partners, a Chartered firm with a team of 45 staff across offices in Edinburgh, Glasgow, Aberdeen and Perth.

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  36. Chartered Wealth Management logo

    31st January 2024

    Progeny acquires Manchester-based Chartered Wealth Management, a team of 21 with a collective 170 years’ experience in providing financial help and advice.

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