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Speak to a financial planning expert in Troon
At Progeny, we provide clear and connected financial planning for clients across Troon and the wider Ayrshire coast.
Our financial planners are supported by expert lawyers and tax specialists, working together to offer advice that supports every stage of life, helping you build wealth, protect your family and create a foundation that lasts. With integrated expertise, we design financial solutions built to adapt as life changes.
Chartered advice shaped around your goals
Progeny Wealth is regulated by the Financial Conduct Authority and a Chartered Financial Planner firm serving Troon and Ayrshire. We offer independent and transparent advice that supports your long-term ambitions.
Planning that fits your life
Your financial journey is unique. We design flexible plans that reflect your priorities, whether you are growing a business, supporting family or planning for later life.
Connected expertise in one place
Our financial planners work closely with in-house legal and tax specialists to bring clarity to complex decisions and protect what matters most.
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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Life in the south-west of Scotland is shaped by strong communities, local enterprise and families with deep roots. We know that wealth often reflects these connections. At Progeny, we believe wealth is about opportunity, the freedom to make choices, support loved ones and prepare for the future.
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 with a financial planner at our Troon office for face-to-face advice. We also offer video and telephone appointments.
Yes, we offer mortgage advice in Troon and across Ayrshire. Our advisers can help with first-time purchases, remortgages and home moves.
We provide retirement planning, investment advice, pensions, mortgage advice and estate planning. Our connected approach also gives you access to legal, tax and asset management expertise.
We support clients across Troon, Ayr, Prestwick, Kilmarnock and the wider Ayrshire region. Advice is available in person or remotely.
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