Podcast

The Progeny Podcast Ep1: Building intentional wealth 

In this episode, our financial experts discuss ‘building intentional wealth’ and how turning wealth into a clear, purposeful plan can help bring confidence, direction and clarity to your financial future.

Our panel looks at the common challenges people face at this stage, from feeling overwhelmed by complexity and too many choices, to uncertainty about whether they’re making the right decisions.

We explore the emotional side of financial planning and discuss why concerns about family, security and future opportunities often sit behind the financial questions people ask.

We’ll also cover some of the most common behavioural pitfalls that can hold people back, including holding too much cash, reacting to short-term market noise.

Ultimately, this conversation is about helping you move from simply building wealth to understanding what it’s for, creating a structure around your finances that supports your ambitions, values and long-term goals.

So if you’ve achieved financial success but are looking for more clarity, confidence and purpose in the decisions ahead, this episode is for you.

Please note

This podcast is intended for UK audiences and is subject to the UK regulatory regime.

The content is provided for information and educational purposes only and does not constitute financial advice, a personal recommendation, or an offer to buy or sell any investment. You should not rely on it when making financial or investment decisions. Before acting, you should seek advice from a qualified financial planner who can assess your individual circumstances.

The views expressed are those of the speakers at the time of recording and may not necessarily reflect those of Progeny. Information is obtained from sources believed to be reliable but cannot be guaranteed.

The value of investments, and any income from them, can fall as well as rise, and you may get back less than you invest. Your capital is at risk. Investment in stock markets should be regarded as a long-term commitment.

Meet the expert
Nick Parkes
Nick_Parkes
Chartered Financial Planner

With more than 11 years of experience in financial services, Nick Parkes helps individuals and families gain clarity and confidence in their financial future. Based in Nottingham, he works with clients across the Midlands, Leeds and the wider UK, specialising in retirement planning, later-life advice, inheritance tax planning and estate planning. Nick supports high-net-worth individuals, retirees and families navigating complex financial decisions, helping them understand what their wealth can achieve both now and in the years ahead.

Expertise in Complex Financial Decisions

Nick holds some of the profession’s highest qualifications, including Certified Financial Planner™ (CFP™), Chartered Fellow (Financial Planning), Chartered Wealth Manager and Chartered Financial Planner status. He is also a SOLLA Accredited Later Life Adviser, Pension Transfer Specialist and STEP Affiliate. Drawing on a background in pensions, consultancy and financial planning, he combines technical expertise with practical advice to help clients make informed decisions. Cashflow modelling is central to his approach, enabling clients to visualise their future and plan with greater certainty.

A Personal, Long-Term Approach

Nick’s approach is built on strong relationships and a clear understanding of what matters most to each client. By taking time to understand their goals, family circumstances and long-term aspirations, he helps create financial plans that evolve as life changes.

Working alongside clients, their families and other professional advisers, Nick provides connected advice across retirement, later-life and estate planning. He is also passionate about developing the profession, serving on the Advisory Board of SOLLA, contributing to the CISI Editorial Panel, lecturing at Coventry University and mentoring the next generation of financial planners.

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