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.

 

 

shutterstock_2679873139 (1)

Client experiences

26_08_Digital_ClientStory_Karen_650x650

Karen’s story
26_06_Digital_ClientCaseStudy_JohnN_650x650

John’s Story
26_06_Digital_ClientCaseStudy_Ronnie_650x650 (2)

Ronnie’s story
26_06_Digital_ClientCaseStudy_Paddy_650x650-1

Paddy’s Story
Client Story - Helen

Helen’s Story
26_03_Artwork_ClientCaseStudy_JustinSally_650x650

Justin and Sally’s Story
25_07_Artwork_ClientCaseStudy_Claire_650x650_V1

Claire’s Story
Client Story - Andrew

Andrew’s Story
25_07_Artwork_ClientCaseStudy_Peter&Imogen_650x650

Peter and Imogen’s Story
25_07_Artwork_ClientCaseStudy_Fred_650x650_V1

Fred’s Story

Latest Insights

26_09_Digital_Article_WillNotToWorry_Graphic_1
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
lucy tootill
By Lucy Toothill
1st October 2026
26_09_Digital_Article_AutumnReflections_BlogGraphics_1
Financial planning
Autumn reflections: taking stock of your financial harvest and achievements
Pick up where you left off You’ve read this article
Emily-Marland
By Emily Marland
18th September 2026
Pension Gap
Financial planning
What is the gender pension gap and how can women overcome it? 
Pick up where you left off You’ve read this article
Victoria Ross 650×650
By Victoria Ross
13th August 2026
26_08_Digital_Article_PlanningForIndependenceInLaterLife_BlogGraphics_2
News
Planning for independence in later life: why wealth alone isn’t enough
Pick up where you left off You’ve read this article
Shona Barr 650×650
By Shona Barr
6th August 2026
26_07_Digital_Article_RetirementSocialLife_BlogGraphics_1-1
Financial planning
Retirement: The most social chapter of your life
Pick up where you left off You’ve read this article
Peter-Denmark_
By Peter Denmark
1st July 2026
26_06_Digital_Article_MovingToTheCountryside_BlogGraphics_1
Financial planning
Cost of moving to the countryside
Pick up where you left off You’ve read this article
Shona Barr 650×650
By Shona Barr
19th June 2026

YOU ARE LEAVING THE UK VERSION OF OUR WEBSITE.

Please be aware that services and pages will differ from region to region. Your chosen regional site will open in a new browser window or tab. Please press ‘Proceed’ to continue or if you would like to stay on the UK site, please press ‘Return’.

Proceed

Search

"*" indicates required fields

Step 1 of 4

This field is for validation purposes and should be left unchanged.

Tell us about yourself