Our unique combination of financial and legal services…

We understand that some clients may want to incorporate philanthropy in their financial plan, making a positive, long-lasting difference to the world they inhabit.

You may have a particular charity, organisation or social enterprise that you care about, to which you would like to make a lasting contribution for this generation and those that follow.

There are many ways that entrepreneurial individuals can make a difference, from making grants and donations and investing in social enterprises, to establishing a charitable trust or foundation, or volunteering time and effort to aid your chosen cause.

Between our financial planners and other skilled professionals from within Progeny, we will help you in every stage of your philanthropic journey. This will include identifying and understanding appropriate causes, developing relevant investment strategies, creating valued meaningful relationships with relevant organisations and regularly appraising your activities.

If you would like to speak to our team of Chartered financial planners to discuss incorporating philanthropy in your financial plan, please do get in touch.

This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.