Financial advice in Edinburgh
Speak to a financial planning expert in Edinburgh.
Joined-up advice, Built to last.
At Progeny, we provide clear, connected financial planning for clients across Edinburgh and Scotland.
We specialise in supporting individuals and families with more complex financial needs, including business owners, senior professionals and high-net-worth clients seeking long-term clarity and control. Our financial planners are supported by expert lawyers and tax specialists, working together to offer sophisticated advice that helps you grow your wealth, protect your family and shape a legacy that lasts. With integrated expertise and Chartered guidance, we create financial solutions designed to evolve with you and stand the test of time.
Chartered advice designed for complex wealth
As a Chartered Financial Planner firm in Edinburgh, we specialise in supporting clients with significant and often multilayered financial arrangements. Our planners provide transparent, independent advice shaped around your long-term ambitions, whether that involves managing a growing investment portfolio, preparing for a business exit or protecting multi generational wealth.
Personalised strategies for every stage of an evolving financial life
Affluent clients often experience shifts in assets, responsibilities and opportunities. We create tailored financial plans that adapt to each stage of your journey, from strategic wealth building and tax-efficient investing to retirement planning and estate preparation.
Integrated support for you and future generations
Significant wealth requires a joined-up approach. With support from our in-house lawyers and tax specialists, we bring every element together, from estate structures and trusts to business succession and inheritance planning. We help you protect what you’ve built, support the people who matter and create a lasting legacy that reflects your intentions for the next generation.
Speak to a financial planning expert in Edinburgh
Request a free, no‑obligation consultation using our online form. It’s an easy way to explore how our connected advice can support your goals.
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How it works
Our mortgage process is built to guide you smoothly from first conversation to completion. With clear steps, expert advice, and hands on support throughout, we make securing your mortgage as straightforward as possible. Here’s what to expect.
01
Your initial consultation
Free, no obligation consultation with one of our mortgage experts. We will discuss your situation and requirements, collect necessary documentation and talk you through the next steps.
02
Your mortgage options
We undertake initial research to find the best mortgage options for you and organise a mortgage agreement in principle.
03
Your personalised recommendation
When you’re ready to proceed with the application, we will finalise the most suitable offer and present this back to you during our second meeting.
04
Your application managed for you
Now you can sit back and relax as we take care of the mortgage application for you, liaising with the lender, filling in documentation on your behalf, and taking the stress out of the process.
05
Support through to completion
Once we have your mortgage offer, we will continue to support you through the process, liaising with your solicitor when required to ensure a timely completion.
Our services in Edinburgh
We believe wealth is more than numbers. It’s the freedom to make choices, support loved ones and take opportunities as life changes. Our name reflects that purpose -Progeny is about legacy. About the people, plans and possibilities that follow.
FAQs
Absolutely. Our advisers are available for in-person meetings at our Edinburgh office, and we also offer virtual appointments if that better suits your schedule.
Yes. Our advisers support clients across Edinburgh and Scotland more widely. Whether you’re planning for retirement, managing family wealth or preparing an estate plan, we provide tailored advice shaped around your goals and circumstances.
Financial planning helps you prepare with confidence. It brings your savings, investments and protection plans together, giving you a clear picture of your financial position and helping you build a secure future.
Progeny is regulated by the Financial Conduct Authority (FCA). This means we meet strict standards designed to protect you and provide advice that is clear, professional and in your best interests.
We offer a wide range of financial planning services, including wealth management, retirement planning, tax and estate planning, investments and family protection. Our Chartered Financial Planners build a clear, simple plan that supports your goals and adapts as your life evolves.
