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Our expert financial planners empower individuals at every stage of life to successfully reach their financial goals. Call us now on +44 11 3519 4549, or fill in the form and one of our experts will be in touch to discuss how we can help.
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At Progeny, we go beyond traditional approaches to bring you a fresh perspective across a range of financial planning services. As a independent financial advice firm, with the support of our in-house legal and tax teams, we’re able to provide integrated planning advice that covers the entire breadth of the financial market. Speak to our team in Leeds to find out how we can help you.
At Progeny, we go beyond traditional approaches to bring you a fresh perspective across a range of financial planning services.
Planning for your future is made easier with Progeny.
We are able to provide a complete range of tax services, from one-off specialist advice to ongoing tax compliance, tailored to you.
Alternative Investments are financial instruments that offer specific tax benefits to clients.
Our investment research covers all major asset classes, spanning all regions of the world and we seek funds with the underlying principles of balancing risk, reward and cost.
Advice to help you make the most of your pension, wherever you are in the world.
We build and adapt the right investment solutions to meet all requirements.
Taking control of your finances and putting a robust plan in place can be the cornerstone to a successful life overseas. Our planners, many of whom have lived and worked overseas themselves, can provide advice to you and your family wherever you are in the world and at whatever stage of life.
Bespoke financial planning for your specific needs.
Give us a call on +44 11 3519 4549
Closed now – 20:08 BST
Are you looking for a financial adviser in Leeds? We have experts working in our Leeds office, located at the western gateway to the City Centre in the Financial and Legal District. The entrance is just off Wellington Street, on the left-hand side of Wellington Place
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By car
The office is within 2 miles of Junction 2 of the M621 and less than 5 miles from Junction 43 of the M1, making it easily accessible by car from across the North of England. Click here to get directions. We have dedicated client parking spaces in the underground car park beneath the office, which will be reserved ahead of meetings. To reach the car park, turn off Wellington Street onto Wellington Place, then turn left at the mini-roundabout and left again into the car park, which is labelled as Walker Morris.
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By public transport
To meet a financial adviser in Leeds, the office is just 5 minutes’ walk from Leeds train station. From the station, turn left out of Exit 2 (City Square) and follow straight along Wellington Street for 500 metres. Turn left at Wellington Place (just after passing Walker Morris) and our office will be immediately on the left in the same building. Multiple buses stop on Wellington Street, and the office is 15 minutes’ walk from Leeds Bus Station.
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By air
Leeds Bradford Airport is around a 30 minute drive from the office. A taxi should cost around £15-25 each way. Alternatively, the Flying Tiger 757 bus goes from the airport to Leeds West Street Westgate (a 5 minute walk from the office) in just over 30 minutes.
Sam Whitaker
Chartered Financial Planner
Victoria Perkin
Senior Associate
Andrew Clarke
Regional Director
Catherine Marshall
HR Consultant
Alex Shaw
Associate Director, Wealth
Nathan Bentley
Deputy General Counsel
Matthew Liver
Sarika Dhanjal
Head of Asset Management
Mark Scothon
Director of Operations
Julian Watson
Partner and Head of Conveyancing
Bethany Tench
Solicitor
Adele Swaine
CTA Partner
Stacey Edwards
Senior Associate, Chartered Legal Executive
Gemma Sellers
BA (Hons), ATT, Tax Consultant
Zee Hussain
Partner and Head of Employment Law
Harry Mackie
Financial Planner
Please Note
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