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Chartered Financial Planner, Luke Norman, highlights four key areas where business owners can miss valuable opportunities without professional financial advice.
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19th August 2024
HR Consultant at Progeny HR Consultancy & Advice, Charlotte Hudson, writes for the London Daily News about how businesses can manage workplace conflict.
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16th August 2024
Mortgage Adviser, Stephanie Thayer, talks about the mortgage market outlook for the second half of the year in The Personal Finance Society’s latest magazine.
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14th August 2024
Progeny’s annual financial services summer school was this year supported by key members of the Chartered Insurance Institute, as reported by the Yorkshire Times.
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13th August 2024
Paraplanning Team Leader, Matthew Harrison, is interviewed by FTAdviser about the progression of the paraplanning role and the growing career opportunities in this area.
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13th August 2024
Progeny’s B Corp status is referenced in a WealthNet article about how wealth firms demonstrate their sustainability credentials.
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9th August 2024
Financial Planner, Richard Gillham, writes for Professional Adviser on how advisers can build their confidence and knowledge on sustainable investing.
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2nd August 2024
James Honeyman, Chartered financial planner, talks about the use of trusts to plan for clients’ IHT liabilities, in a feature in Personal Finance Professional magazine.
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1st August 2024
UK MD, Caroline Hawkesley, shares what Progeny has learned one year on from the introduction of Consumer Duty, in a feature in FTAdviser.
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30th July 2024
Chartered Financial Planner, Victoria Ross, considers the virtue of female-focused spaces in financial advice, in her latest column for Money Marketing.
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30th July 2024