In the ever-changing financial landscape which can sometimes appear daunting and challenging, we work with our clients to build a relationship which can last a lifetime, giving you confidence that your wealth is working for you.
At Progeny Asset Management, we understand that trust is an essential element in building a successful relationship. You can therefore expect us to be:
- Client Focused: We take the time to get to know you, your risk appetite and your investment objectives in order to ensure you get the level of service you require
- Diverse: Our expertise covers the breadth of the market; from FTSE 100 to Alternative Investment Market (AIM), fixed interest, pooled vehicles and alternatives
- Transparent: We offer a competitive flat fee structure with no extra hidden costs or dealing charges. You will be able to monitor the portfolio online through our secure portal or app and will be notified of any transactions made on your behalf
- Reliable: Your Investment Manager forms part of an expert team with a wealth of experience. Whilst you can contact your Investment Manager at any point, all members of the team will be more than happy to assist
- Strictly Confidential: We ensure that our data is secure and our clients’ affairs are kept in line with Data Protection requirements
If you are unsure about the suitability of our services, we are happy to discuss this with you taking into account your investment objectives and risk profile.
The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. It should be noted that stock market investing is intended for the longer term.