Home Locations Leeds Financial Advice Leeds
Speak to a financial planning expert in Leeds
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 Chartered 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.
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
"*" indicates required fields
Δ
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.
Andrew Clarke
Regional Director
Alex Shaw
Associate Director, Wealth
Joshua Castle
Chartered Financial Planner
Leo Gauvain
Jamie Heffernan
Matthew Liver
Harry Mackie
Financial Planner
Related Services
Good financial advice goes beyond the numbers. It’s about understanding your goals, values and the future you want to create.
Cashflow Modelling allows you to consider key life decisions, understand the potential effects before acting and stay aligned with your long-term objectives like retirement planning and supporting families long-term.
We offer expert independent advice on what might be your most important investment.
We can help you navigate the topics you may not want to consider.
Capital Gains Tax planning can help you manage tax liabilities when selling investments, property or other valuable assets. Our specialists can help you explore tax-efficient strategies tailored to your long-term goals.
With the right inheritance tax planning, you can help preserve more of your estate for the people who matter most. Our experts can help you create a clear and efficient succession plan.
YOU ARE LEAVING THE UK VERSION OF OUR WEBSITE.
Please be aware that services and pages will differ from region to region. Your chosen regional site will open in a new browser window or tab. Please press ‘Proceed’ to continue or if you would like to stay on the UK site, please press ‘Return’.
Search
Step 1 of 4
Tell us about yourself
Tell us what we can help you with.
How can we reach you?