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

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

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

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 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

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

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10. 

    4^th 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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11. 

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

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20. April 2021

    Progeny Asset Management hits £1bn assets under management, up from just £1m at the start of 2017.

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21. 

    21^st April 2021

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

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22. 

    29^th October 2021

    Progeny partners with Further Global Capital Management to accelerate the company’s ambitions to become the UK’s best professional advisory firm.

23. 

    4^th November 2021

    Progeny acquires Yorkshire financial advice firm JM Glendinning Financial Services.

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24. 

    12^th April 2022

    Progeny acquires The RU Group, a Chartered financial planning firm based in Nottingham, topping £3Bn AUM for the first time.

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25. 

    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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26. 

    28^th June 2022

    Progeny acquires The Fry Group, marking its expansion into international markets and increasing its total assets under management to more than £5.5bn.

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27. 

    11^th July 2022

    Progeny acquires Edinburgh-based Chartered financial planners, Balmoral Asset Management, taking their total assets under management to more than £6.5bn.

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28. 

    21^st September 2022

    Progeny acquires Scottish professional services firm, Moray Group, further expanding it’s legal services across Scotland

29. 

    22^nd November 2022

    Progeny acquires Chartered financial planning practice, Lewis Brownlee Financial Services, expanding its presence in the south of England and take its assets under management to nearly £7bn.