corporate chartered

Progeny Wealth has achieved corporate Chartered status, following a successful application to the Chartered Insurance Institute (CII).

Chartered Financial Planner at Progeny, Nick Onslow, who led the application process, comments:

“I’m absolutely delighted that Progeny Wealth has achieved corporate Chartered status. As well as making a public commitment to professional standards and ethics, I truly believe that the qualities that the CII wants to promote within our industry – investing in people, giving back to society and developing the profession – are the cornerstones of the Progeny culture.”

Broader commitments to professional values

In addition to demonstrating business practices and a diversity and inclusion policy that align with the CII Code of Ethics, every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.

This includes putting customers’ interests first, investing in ongoing development of technical skills and knowledge and supporting wider aims that benefit society and the growth of the profession.

For Progeny, this has been displayed through a number of initiatives, including:

  • Establishing the Progeny Adviser Academy in 2019 with the aim of developing the next generation of Chartered Financial Planners over a three-year period
  • Providing guidance to the military through the Forces Money Plan programme
  • Partnering with schools and universities to promote the varied career pathways in financial services, including a one-week summer school for nine students in August 2022

Melissa Collett, Executive Director of Professional Standards at the CII Group, said:

“By achieving corporate Chartered status, Progeny has made a public declaration to professional standards, and has committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society.

“We are proud to welcome Progeny into the Chartered community.”

CEO of Progeny, Neil Moles, said:

“It’s so important that the financial planning sector continues to raise professional standards and is always striving to improve. Corporate Chartered status is in my view the engine of professionalising the industry, with an absolute focus on putting the clients’ interests first.

“If we want to continue to raise the bar and attract the next generation of clients and advisers, we need to be intentional about it and commit to what we stand for in terms of professionalism, ethics and values.”

Notes to editors

Progeny is the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR and private and corporate legal services.

Contact:

Rich Ellis
Head of PR & Communications
07990 688500

This article is distributed for educational purposes and should not be considered investment advice or an offer of any security for sale. This article contains the opinions of the author but not necessarily the Firm and does not represent a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable but is not guaranteed.

Past performance is not indicative of future results and the value of investments can fall as well as rise. No representation is made that the stated results will be replicated.

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