We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR and private and corporate legal services. We make complex problems simple. Join us and be part of our journey!
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CORE VALUES
Our 5★ Values
Our purpose is to make a positive and lasting difference, challenging the status quo for clients, colleagues and the world we live in together.
SOCIAL RESPONSIBILITY
SOCIAL RESPONSIBILITY
We have continued to support our charity partners by raising over £12k throughout lockdown and offer social committee activities to keep team members connected.
LONG-TERM THINKING
LONG-TERM THINKING
Bringing all team members into the decision of how we off-set our carbon footprint and working towards B-Corp status.
GROUP WISDOM
GROUP WISDOM
Our Adviser Academy program has seen 24 exam passes with membership growing, as we aim for our graduates to become the industry leaders of tomorrow.
AGILITY
AGILITY
Combining the strengths of a people-focused approach with the flexibility of technology, we’ve held 10,000 online meetings and moved 2,000 clients onto our client portal.
EMPOWERING OTHERS
EMPOWERING OTHERS
Our Learning and Development projects have included communications masterclasses and the delivery of wellbeing training for all employees.
Your Benefits
25 Days of Holiday
All staff will be entitled to 25 days holiday plus bank holiday dates throughout the working year.
Birthday Holiday
All employees will be given an extra day off for their birthday!
Employee Assistance Programme
A confidential programme designed to help you deal with personal and professional problems that could be affecting your home/work life, health and general wellbeing.
Employee Referral Bonus
Progeny will pay a referral bonus to any team member who introduces a candidate who is subsequently employed by the company on a permanent contract – T&C’s apply
Group Pension Scheme
Optional percentage of your salary to be paid into a pension, Progeny will match contributions providing the contribute a min of 4% up to a max of 5%.
Life Assurance Scheme
Death in Service scheme with 4 x basic salary pay out. This will be taken in a lump-sum to person/s nominated on the Expression of Wish form completed.
Paid Volunteering Day
Organised with line managers and HR, team members are entitled to a paid volunteering day.
Private Healthcare Scheme
BUPA healthcare scheme added after successful passing of probation period.
