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!
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.
We have continued to support our charity partners by raising over £12k throughout lockdown and offer social committee activities to keep team members connected.
Bringing all team members into the decision of how we off-set our carbon footprint and working towards B-Corp status.
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.
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.
Our Learning and Development projects have included communications masterclasses and the delivery of wellbeing training for all employees.
Team members are entitled to 25 days annual leave, increasing to 30 days with length of service. Plus bank holidays.
All team members 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, including counselling and legal support.
Private Healthcare Scheme
Available after completion of probationary period, provided by BUPA and can be extended to include family members. The scheme also provides a digital GP, a 24 hour helpline and counselling support.
Group Pension Scheme
We operate a personal pension plan and will match team members contributions up to 5% with the option for team members to pay in more if they choose.
Life Assurance Scheme
All team members are covered by the Company Life Assurance scheme and any lump sum payable is 4 x your basic salary.
Paid Volunteering Day
Organised with line managers and HR, team members are entitled to a paid volunteering day each year.
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