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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.
Read Karen's story and learn how expert financial planning helped her prepare for semi-retirement, make confident decisions and enjoy greater financial freedom.
After many years of experience, and a previous pension arrangement that lacked personal care and long-term planning, Paddy realised he needed a more thoughtful and trusted approach to managing his finances.
Justin and Sally were looking for financial guidance they could rely on as their lives and priorities evolved. Wanting clarity, confidence and support for their family’s future
Discover how Ronnie achieved retirement at 60 with expert financial planning. Learn how the right advice can help you retire early with confidence.
Approaching semi-retirement and preparing to sell the business he had built, Andrew realised it was the right moment to review his long-standing financial arrangements.
How working with a financial planner has brought peace of mind Claire*, a successful director in the banking industry has been a client since 2019. Like many people in their…
Fred is a client of Progeny and has been working with his financial planner, Dominic Lobo, for over ten years. In 2019 Dominic interviewed Fred to discuss his passion for…
A shift in her work situation prompted Helen to seek professional financial advice. As a counselling psychologist she had spent her early career working on an employed basis and was now keen to explore freelance work,
After years of running his own business, John recognised a familiar challenge for many entrepreneurs, spending so much time focused on work that personal finances take a back seat.
Securing a complex mortgage to support the next generation Peter and Imogen*, a semi-retired couple with three children, have been clients of Progeny Wealth for 15 years. They recently came…
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