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Speak to a financial planning expert in London.
At Progeny, we offer clear and connected financial planning for clients across Central London with two offices in the heart of the city.
Our financial planners work closely with specialist lawyers and tax professionals, combining their expertise to support you through every stage of life. Whether you’re building wealth, protecting your family or planning for the future, we help you establish a legacy that lasts.
Chartered advice you can rely on
As a Chartered Financial Planning firm in Central London, we provide independent and transparent advice shaped around your long-term goals. From investment strategies and retirement planning to tax considerations and property decisions, our advisers help you move forward with confidence and clarity.
Financial planning tailored to your life
Your financial situation is personal and shaped by your circumstances, ambitions and responsibilities. We create flexible plans that adapt as your life progresses. Whether you are growing a business, securing a London home, supporting family or preparing for later life, your plan is designed to reflect what matters to you most.
Joined‑up support for your wealth and family
Effective planning often requires more than one area of expertise. Our planners collaborate with our own legal and tax specialists to bring every part of your financial world into one place. This connected approach helps reduce complexity, protects your wealth and supports your long-term intentions.
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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We believe wealth is more than a financial measure. It provides opportunity, security and the freedom to make confident choices as life changes. This belief sits at the heart of Progeny. Our name represents legacy and the future you’re shaping for yourself and the generations who follow.
At Progeny, we go beyond traditional approaches to bring you a fresh perspective across a range of financial planning services.
Alternative Investments are financial instruments that offer specific tax benefits to clients.
Planning for your future is made easier with Progeny.
Considering what happens to your estate when you pass away can be emotionally challenging. If you live overseas away from friends and family, it can feel an even more daunting task.
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.
We offer expert independent advice on what might be your most important investment.
Yes. You can meet our advisers at either our Bishopsgate or Gracechurch locations or choose a virtual appointment if that is more convenient.
Progeny Wealth is regulated by the Financial Conduct Authority, ensuring that our advice meets strict professional standards and supports your best interests.
Yes. Our mortgage specialists can support you in securing lending that aligns with your wider financial plans, whether you are buying in London, remortgaging, releasing equity or investing in property.
Our team provides a full range of financial planning services including wealth management, retirement planning, investments, mortgage advice, family protection and tax and estate planning. We build clear and adaptable plans that evolve with your goals.
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