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Speak to a financial planning expert in Worthing and Sussex.
At Progeny, we provide clear, connected financial planning for clients across Worthing and Sussex.
Our financial planners work alongside expert lawyers and tax specialists to deliver joined-up advice that supports every stage of life, helping you build wealth, protect your family and shape a legacy. With guidance and integrated expertise, we create financial plans designed to evolve with you over time.
Chartered advice you can trust
As a Chartered Financial Planner firm in Worthing, we provide independent, transparent advice focused on your interests. Our advisers meet the highest professional standards, giving you confidence that your financial decisions are well informed and well supported.
Tailored planning for every life stage
We take the time to understand your priorities and build a financial plan around them. Whether you’re growing your wealth, planning for retirement or protecting your family, your strategy is designed to reflect your goals, now and in the future.
Support for you and the next generation
Your finances, tax planning and legal arrangements are all connected. With support from our in-house lawyers and tax specialists, we help protect your wealth, support your family and shape the legacy you want to leave.
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 about more than numbers. It’s about freedom, the ability to make choices, support those who matter to you and take opportunities as life changes.
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.
Absolutely. Our advisers are based locally and are available for in-person meetings at our Worthing office. We also offer virtual appointments if that suits your schedule better.
Financial planning brings your savings, investments and protection together, giving you a clear view of your finances and helping you prepare confidently for the 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 financial planning services covering wealth management, retirement planning, tax and estate planning, investments and family protection. Our Chartered Financial Planners take the time to understand your goals and create a clear plan tailored to you.
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