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

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

Andrew’s Story
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Peter and Imogen’s Story

Latest Insights

Pension Gap
Financial planning
What is the gender pension gap and how can women overcome it? 
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Victoria Ross 650×650
By Victoria Ross
13th August 2026
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News
Planning for independence in later life: why wealth alone isn’t enough
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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
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Peter-Denmark_
By Peter Denmark
1st July 2026
26_06_Digital_Article_MovingToTheCountryside_BlogGraphics_1
Financial planning
Cost of moving to the countryside
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Shona Barr 650×650
By Shona Barr
19th June 2026
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Financial planning
Building your financial dream team
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By Alex Shaw
12th June 2026
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News
Progeny announces 2025 results and reports significant progress repositioning Progeny for sustained profitable growth
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20th May 2026

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