Strategic financial planning Services
Strategic financial planning involves creating personalised financial strategies to help individuals or businesses reach their long-term financial goals and this is at the heart of everything we do at Progeny.
SEEKING EXPERT RETIREMENT PLANNING ADVICE?
Financial planning and planning for retirement is an ongoing strategic process that requires careful analysis, personalised advice, and regular updates to adapt to changing circumstances and help you work towards your short and long term financial goals.
Our highly experienced financial planners will work closely with you to understand every aspect of your financial situation, in conjunction with your specific objectives, needs, attitude to risk and lifestyle. Using this information, we will formulate a tailored, strategic financial plan that is designed to give you clarity and direction for your financial journey.
At Progeny we create bespoke solutions to bring order to your affairs, allowing you to achieve financial freedom. We will take you through a disciplined process to help you structure your wealth to match your aspirations, goals and attitude to risk.
Our team of planners have been celebrated with accolades from awarding bodies such as FT Adviser, Citywire, Yorkshire Financial Awards and many more.
Our strategic financial advice
Our decades of experience, working with both UK and international clients, means that we have navigated a wide variety of complex requirements, with the aim of helping people achieve their financial goals.
01
Discovery
We always begin with a full analysis of your circumstances, needs and existing assets. Once we fully understand your circumstances and goals. We begin the process of assessing your emotional tolerance to risk. This helps us narrow down suitable strategies for you.
02
Analysis
Assessing your current situation: This is an extremely key step. Here we conduct a full audit of your present position to ensure that we have a true and complete understanding of you, your family and your financial affairs.
03
Structure
Planning ahead: We will carry out in-depth research and analysis to create a robust and thorough Financial Plan
04
Stewardship
Proper financial planning is not a one-off event. It is a dynamic and evolving process to ensure that you meet your goals and aspirations. Plans will have to adapt to changing conditions for this reason people need ongoing advice, counselling and support.
Financial planning guides
A formula for investment success
When pursuing investment success, combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can incr…
When pursuing investment success, combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can incr…
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A long-term disciplined investment approach
Investment fads are nothing new, but a long-term disciplined investment approach is proven to be successful. When selecting strategies for their portf…
Investment fads are nothing new, but a long-term disciplined investment approach is proven to be successful. When selecting strategies for their portf…
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Frequently Asked Questions
Work with a financial planning professional to define clear, specific, and measurable goals. Break them into short-term, medium-term, and long-term objectives. Create a plan with actionable steps and track your progress regularly. Adjust your strategy as needed to stay on course.
Start as early as possible to take advantage of compound interest. Even small contributions made consistently over time can grow significantly. By working with a financial planning expert, you can understand what you can realistically save per month and annually to help towards retirement.
Formulating plans for investing surplus funds to generate additional revenue. This could involve investments in stocks, bonds and other assets.
Strategic financial planning encompasses evaluating, planning, and adjusting plans to keep financial goals on track to meet long-term goals.
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