Financial advice in Leeds
Speak to a financial planning expert in Leeds
Joined-up advice, Built to last.
At Progeny, we offer clear, connected financial planning for clients throughout Leeds and the wider Yorkshire region.
Our financial planners collaborate closely with experienced lawyers and tax specialists, delivering unified advice that supports every stage of life, helping you build wealth with confidence, safeguard your future and create a legacy that endures.
Chartered advice you can trust
As a Charted Financial Planner firm in Leeds, our planners provide transparent, independent financial advice focused on your interests. We offer trusted guidance that supports your long-term goals and helps you make confident decisions.
Tailored planning for every life stage
We build personalised financial plans that reflect your goals and evolve as life changes, supporting wealth building, retirement planning and family protection.
Support for you and the next generation
We align your finances with tax, legal and estate planning to help protect your wealth, support your family and shape your long‑term legacy.
Speak to a financial planning expert in Leeds
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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Our services in Leeds
With integrated expertise, we develop financial strategies that are built for long-term resilience that can adapt as your life evolves.
We believe wealth is more than a figure on a page. It provides the freedom to make meaningful choices, support the next generation and embrace opportunities as life changes.
FAQs
Financial planning helps you prepare with confidence. It brings your savings, investments and protection plans together, giving you a clear view of your financial position and helping you build a secure future.
Progeny Wealth 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 can help you build a clear, simple plan that supports your goals and adapts as your life evolves.
