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.
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.
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.
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.
EMPOWERING OTHERS
EMPOWERING OTHERS
Our Learning and Development projects have included communications masterclasses and the delivery of wellbeing training for all employees.
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.
Our team member benefits
Team members are entitled to 30 days annual leave plus bank holidays.
All team members will be given an extra day off for their birthday!
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.
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.
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.
All team members are covered by the Company Life Assurance scheme and any lump sum payable is 4 x your basic salary.
Organised with line managers and HR, team members are entitled to a paid volunteering day each year.
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
