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

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Karen’s story
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John’s Story
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Ronnie’s story
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Paddy’s Story
Client Story - Helen

Helen’s Story
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Justin and Sally’s Story
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Claire’s Story
Client Story - Andrew

Andrew’s Story
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Peter and Imogen’s Story
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Fred’s Story

Latest Insights

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Financial planning
What financial planners are watching ahead of the Autumn Budget 2026  
Pick up where you left off You’ve read this article
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By Shenara Abraham
20th October 2026
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Financial planning
For richer, for poorer… and for Inheritance Tax (IHT)?
Pick up where you left off You’ve read this article
Nick Parkes
By Nick Parkes
14th October 2026
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Financial planning
Finding the ‘Will’ to not worry – the lasting benefits of updating your Will
Pick up where you left off You’ve read this article
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By Lucy Tootill
1st October 2026
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Financial planning
Autumn reflections: taking stock of your financial harvest and achievements
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Emily-Marland
By Emily Marland
18th September 2026
Pension Gap
Financial planning
What is the gender pension gap and how can women overcome it? 
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By Victoria Ross
13th August 2026
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News
Planning for independence in later life: why wealth alone isn’t enough
Pick up where you left off You’ve read this article
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By Shona Barr
6th August 2026

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