Our Client Stories

Discover how Progeny is transforming financial futures, helping clients every day to protect and grow their wealth with our integrated approach and connected financial thinking.

 

 

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Client experiences

Client Story - Andrew

Andrew’s Story
Client Story - Helen

Helen’s Story
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Peter and Imogen’s Story
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Claire’s Story

Latest Insights

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Property and mortgages
Joint Tenants or Tenants-in-Common – Which is Best for Couples Buying Property?
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Anna-Green
By Anna Green
9th February 2026
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Financial planning
Inheriting wealth in your 50s and 60s
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Dominic-Lobo
By Dominic Lobo
2nd February 2026
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Financial planning
High-Value Property Tax – who will be affected and the recommended next steps
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Julian-Watson
By Julian Watson
20th January 2026
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Financial planning
The Scottish Budget 2026/27
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Grant-Macara
By Grant Macara
14th January 2026
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Financial planning
What is generational wealth and how do you build it?
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Matt Daniels.2
By Matthew Daniels
9th January 2026
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Financial planning
The UK Autumn Budget 2025 at a glance
Pick up where you left off You’ve read this article
Catherine-Richmond
By Catherine Weatherill
6th January 2026
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