The third edition of the Progeny Positive Index is a round-up of the action we have taken across the business in 2020 to support our clients, our team members, our communities and society.

Taking on more team members

We accelerated our plans to grow the business and increased our capacity so we were available to support our clients whenever and however they needed us. We expanded our team across all areas of the business, taking on 51 new Progeny staff members over the course of the year.

Together with technology

We have pressed ahead with the adoption of technology across the company. Our aim is to blend tradition and technology to combine the strengths of a people-focused approach with the flexibility and innovation of digital. We have held 10,000 online meetings and moved 2,000 clients onto our client portal.

Clearly communicating

Communication has been a high priority this year. We have significantly increased Progeny’s media profile with coverage across trade, regional and national print, online and broadcast media. We are establishing ourselves as go-to commentators and thought leaders on industry issues. Our recent campaign on attitudes to financial advice attracted nearly 350,000 media views. 

Positive Index graphic 1Learning and training

It’s been an important year for learning and development. Our Adviser Academy continues to expand, and this year we have seen 24 exams passed by our Academy members. The aim is for our graduates to become the industry leaders of tomorrow. Further L&D projects have included a communications masterclass and the delivery of wellbeing training for all employees.

Positive pledge

We have made a pledge to become a climate-positive workforce, bringing all team members into the decision of how we off-set our carbon footprint – be that by planting trees, contributing to offshore wind farms or funding a climate project. Progeny is committed to an environmental net-zero strategy.

Tackling charity challenges

We have continued to support our charity partners through a challenging time for fundraising. By running, cycling and proudly wearing our football shirts this year we have raised a total of £12,740 for charities Martin House, Dreams Come True and Cancer Research UK.

Positive Index graphic 2

This time last year it was impossible to predict what was to come. 2020 has challenged us in ways we could never have imagined and tested us as individuals in all areas of our lives. Yes, it’s been difficult, but it’s at times like these that we learn who we really are. We remained committed throughout the year to serving the constituencies that are important to us and will continue to do so as we grow and move forward as a business. The restrictions of 2020 have fuelled our innovation and invention, changing what’s possible and opening up new avenues for us and the professional services industries, pointing to a future of exciting and endless opportunities.” – Neil Moles, CEO of Progeny

For further information, please contact Richard Ellis, PR & Editorial Director at [email protected] | 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.

Neil Moles

Chief Executive Officer

Neil’s main focus is developing and delivering the strategy of the business. He also looks after a number of private clients delivering a personal service to them. As an ambitious individual, he is looking to create one of the most respected advisory firms in the country.

Learn more about Neil Moles