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
Modern ways to help loved ones buy a property without writing a cheque
Pick up where you left off You’ve read this article
StephanieThayer
By Stephanie Thayer
5th March 2026
Are you on track for the retirement you want?
Financial planning
Are you on track for the retirement you want?
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AlexShaw_Cropped
By Alex Shaw
2nd March 2026
today’s pension landscape
Financial planning
Navigating today’s pension landscape: Why advice matters more than ever
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Nick Parkes
By Nick Parkes
2nd March 2026
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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
Pick up where you left off You’ve read this article
Julian-Watson
By Julian Watson
20th January 2026
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