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8th September 2023 in Progeny’s news, Press releases
Progeny Adviser Academy welcomes six new associates
Six new associates have been offered places at the Progeny Adviser Academy, to begin their…
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7th August 2023 in Press releases
Progeny announces acquisition of Fiscal Engineers
Multi-disciplinary professional services firm, Progeny, has acquired award-winning, Nottingham-based wealth manager, Fiscal Engineers. This will…
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31st July 2023 in Press releases
Progeny sees revenue increase by 43% year on year
Multi-disciplinary professional services firm, Progeny, has reported a strong performance in the first half of…
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7th July 2023 in Press releases
Progeny launches Working Parents and Carers Support Network
B Corp Certified professional services firm, Progeny, has launched a Working Parents and Carers Support…
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15th June 2023 in B Corp, Progeny’s news, Press releases
Progeny announces B Corp Certification
National Chartered wealth management firm, Progeny, is now B Corp Certified and part of a…
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Media Coverage
27th September 2023 | Trade Press
Chartered Financial Planner, Nick Onslow, is interviewed as part of International Adviser’s ‘why I became a financial adviser’ video series.
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26th September 2023 | Trade Press
CEO, Neil Moles, comments on a Progeny report on the movement of expats in a feature in International Adviser.
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22nd September 2023 | Article | Trade Press
Head of Change, Craig Cuthbert, speaks to The WealthNet about his career path and the current sustainability landscape for their ‘In the spotlight’ feature
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18th September 2023 | National Press
Chief Commercial Officer, Rob Aberdein, discusses putting purpose into legal practice in his latest column for The Scotsman.
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13th September 2023 | Trade Press
Chartered Financial Planner, James Batchelor, talks to International Adviser about the pros and cons of buying an annuity.
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11th September 2023 | Trade Press
Financial Planner, Richard Gillham, outlines the risks of relying too heavily on a future inheritance to fund retirement, in an International Adviser feature.
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9th September 2023 | Trade Press
UK MD, Caroline Hawkesley, talks to The WealthNet about the value in being a B Corp certified company in the wealth management sector.
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6th September 2023 | Trade Press
Professional Adviser reports on our press release announcing six new associates joining the Progeny Adviser Academy.
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6th September 2023 | Trade Press
Chartered Financial Planner, Victoria Ross, discusses the financial planning implications of being unmarried with Interactive Investor.
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31st August 2023 | Trade Press
Chartered Financial Planner, James Batchelor, speaks to FE Trustnet about investment strategies for those approaching retirement.
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31st August 2023 | Trade Press
Two of Progeny’s senior planners, Nick Lambert and Alex Shaw, discuss what age brings to their profession, in a Money Marketing feature.
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29th August 2023 | Trade Press
Chief Investment Officer, Ian Hooper, talks to Citywire Wealth Manager about Progeny’s international growth
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23rd August 2023 | Trade Press
The British Legal Awards shortlist is published, where Progeny’s Alistair Scott-Somers and Toby Adkins are both in the running.
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18th August 2023 | Local Press
Yorkshire Times reports on Progeny’s August summer school, which attracted nearly 50% young women this year.
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18th August 2023 | Trade Press
UK MD, Caroline Hawkesley, talks to Financial Planning Today about recruiting the best talent in a competitive market.
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16th August 2023 | Trade Press
Chief Investment Officer, Ian Hooper, and Head of Financial Planning, Sarah Giles, are featured in Citywire in relation to their half marathon in aid of St Gemma’s Hospice.
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16th August 2023 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, argues that it’s time that professional qualifications also addressed the important aspect of behavioural finance, in her latest column for Money Marketing.
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11th August 2023 | Article | Local Press
Head of Research at Progeny Asset Management, Rob Harrison, explores why 2022 challenged the long-standing 60/40 investment approach, in an opinion piece for the Yorkshire Post
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9th August 2023 | Article | Trade Press
Financial Planner, Richard Gillham, writes for Professional Adviser about the value of storytelling in the sustainable investment arena.
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8th August 2023 | Trade Press
Victoria Ross, chartered financial planner, gives her views on common mistakes that new clients can make, in a feature for Money Marketing.
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7th August 2023
Citywire Wealth Manager reports on Progeny’s latest acquisition, Nottingham-based wealth manager, Fiscal Engineers.
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2nd August 2023 | Trade Press
Professional Adviser reports on Progeny’s H1 results, which have seen revenue increase by 43% year-on-year.
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2nd August 2023 | Podcast
Head of Academy, Heather Ross, is a guest on the Money Marketing podcast ‘In conversation with’, talking about her career, plans for the Progeny Academy and opportunities and challenges for advisers today.
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2nd August 2023 | Article | Local Press
CEO, Neil Moles, is interviewed by the Yorkshire Post about Progeny’s journey and plans for the future.
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31st July 2023 | Trade Press
Progeny revenue increases by 43% year on year, as reported by Money Marketing.
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28th July 2023 | Video
Chartered Financial Planner, Victoria Ross, chats to International Adviser about why she moved from investment banking to a career in financial advice, in this video series
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27th July 2023
Progeny was pleased to be interviewed by fellow B Corp, Yard Digital, for their series talking to other businesses in the B Corp community.
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25th July 2023 | Trade Press
Progeny has six finalists at this year’s Women in Financial Advice Awards, as reported by Professional Adviser.
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25th July 2023 | Trade Press
Chartered Financial Planner, James Batchelor, considers the role of annuities in the current market, in a feature in Professional Adviser.
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24th July 2023 | Article | National Press
Chief Commercial Officer, Rob Aberdein, considers how technology is challenging the legal norms, in his latest column for The Scotsman.
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17th July 2023 | Article | Trade Press
Mortgages Manager, Michael Wales, writes for Mortgage Introducer on how brokers can help clients with mortgage affordability.
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14th July 2023 | Article | Trade Press
Head of Corporate Development, Stewart Cape, talks to Corporate Financier magazine about M&A activity in the wealth management sector.
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14th July 2023 | Article | Trade Press
Erika Sinclair, Associate Director in private law, and Nick Onslow, Chartered Financial Planner, comment on inheritance planning for blended families, in an article in the CII’s The Journal.
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7th July 2023 | Trade Press
Progeny’s CEO, Neil Moles, speaks to International Adviser about the importance for families of talking about wealth transfer in a supportive and informed environment.
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7th July 2023 | Local Press
Coverage in the Yorkshire Times of the launch of Progeny’s new Working Parents and Carers Support Network.
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3rd July 2023 | Article | Local Press
Seana Donnelly, Talent Manager, writes for Yorkshire Times on the pros and cons of recruitment via referrals.
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3rd July 2023 | Article | Trade Press
Sam Murton, Chief Operating Officer, explains how you can grow your business without diluting the client experience, in an Ask The Expert feature for FTAdviser.
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30th June 2023 | Article | Trade Press
Head of Corporate Development, Stewart Cape, shares his insight with Money Marketing on how advisory businesses can prepare for acquisition.
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21st June 2023 | Article | Trade Press
WeAreTheCity talks to Chief of Staff to the CEO, Freya Robertson, as part of their Inspirational Woman series of interviews.
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21st June 2023 | Trade Press
Sam Moxham, Chief People Officer, speaks to Professional Adviser about Progeny’s commitment to equality and diversity.
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21st June 2023 | National Press
Victoria Ross, Chartered Financial Planner, talks to the Financial Times about the appeal of goal-based financial planning for women.
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21st June 2023 | Trade Press
Sam Moxham, Chief People Officer, speaks to Professional Adviser about Progeny’s commitment to equality and diversity.
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20th June 2023 | Article | Trade Press
Financial Planner, Richard Gillham CFA, writes for Professional Adviser about why B Corp certification is an important step within the financial services sector.
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20th June 2023 | Local Press
Coverage in the Yorkshire Post of Progeny’s recent B Corp Certification announcement.
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19th June 2023 | Trade Press
Sarika Dhanjal, Head of Compliance and Policy, speaks to International Adviser on the complexities of sustainable investing.
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16th June 2023 | National Press
Chartered Financial Planner, Nick Onslow, considers way you can make your income more tax-efficient, in a ‘Pension goals’ feature in inews.
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15th June 2023 | Trade Press
Professional Adviser reports on Progeny achieving B Corp status, meaning the business is now verified as meeting high social and environmental impact standards.
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13th June 2023 | Trade Press
Business Link reports on Progeny CEO, Neil Moles, being a finalist at this year’s Great British Entrepreneur Awards.
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13th June 2023 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, writes about how to help clients with anxiety around decumulation in her latest Money Marketing column.
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8th June 2023 | Article | Trade Press
Director of Investment, Craig Melling, talks to Citywire about why Progeny Asset Management wanted to launch its multi-asset ProFolio range.
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5th June 2023 | Trade Press
Ian Browne, Chief of Advisory Services, comments on the role of financial education and technology to help close the advice gap, in a feature in International Adviser.
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5th June 2023 | Article | Local Press
Rob Aberdein, Chief Commercial Officer, considers how AI can be leveraged in the legal sector, in his latest column in The Scotsman.
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27th May 2023 | National Press
Chartered Financial Planner, Nick Onslow, shares his thoughts on the best ways to save for children in a feature in The Telegraph.
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26th May 2023 | Trade Press
Coverage of our press release on Sam Murton’s appointment as Chief Operating Officer in Business Leader.
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25th May 2023 | Trade Press
Chief of Advisory Services, Ian Browne, talks to International Adviser about how the financial advice sector can attract new talent.
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25th May 2023 | National Press
MSN quotes Progeny’s research on attitudes to intergenerational wealth in a feature on how to build a multi-generational inheritance plan.
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22nd May 2023 | Trade Press
Chartered Financial Planner, Victoria Ross, named one of five winners in the professional services category at WeAreTheCity Rising Star awards 2023
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19th May 2023 | Article | National Press
Financial Planner, Richard Gillham, outlines five pension golden rules, in an article for WeAreTechWomen.
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18th May 2023 | Trade Press
Rob Aberdein, Chief Commercial Officer, gives his views on why Scotland is an attractive market for advice firm M&A activity.
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17th May 2023 | Article | Trade Press
CEO, Neil Moles, outlines why he believes ‘adviser as platform’ is not client-focused innovation, in his latest opinion piece for Professional Adviser.
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17th May 2023 | Article | Trade Press
Sam Moxham, Chief People Officer, talks about nurturing a genuine commitment to wellbeing in an interview with HR Zone.
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17th May 2023 | Trade Press
Nick Onslow, Chartered Financial Planner, has been shortlisted as a finalist for Role Model of the Year at the British Ex-Forces in Business Awards, as reported in Financial Planning Today.
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16th May 2023 | Article | Local Press
People Specialist, Kasia Bardyga, shares how businesses can become more family friendly, in an article for the Yorkshire Times.
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16th May 2023 | Trade Press
Chartered Financial Planner, Nick Onslow, is announced as a finalist in the sixth annual British Ex-Forces in Business Awards on Forces.Net
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11th May 2023 | Trade Press
The WealthNet reports on Freya Robertson being appointed to the new role of Chief of Staff to the CEO.
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9th May 2023 | Article | Trade Press
Chartered Financial Planner, Nick Onslow, contributes to a reader case study in Investor’s Chronicle.
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3rd May 2023 | Trade Press
Financial Planner, Richard Gillham, comments to International Adviser about the issue of greenwashing within sustainable investing.
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3rd May 2023 | Trade Press
Professional Adviser reports on our summer school programme in August being open for applications.
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27th April 2023 | Article | Local Press
Gill Wetherill, Head of People, writes for London Daily News about how companies can become more-age inclusive and attract valuable older workers.
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26th April 2023 | Trade Press
Chief Operations Officer, Caroline Hawkesley, talks to Citywire about Progeny’s journey to becoming a carbon-neutral business.
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26th April 2023 | Trade Press
Progeny wins the title of Adviser Firm of the Year North East at the prestigious Professional Adviser Awards.
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20th April 2023 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, gives her views on overcoming some of the challenges with intergenerational wealth planning, in an FTAdviser feature.
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20th April 2023 | Article | Trade Press
Heather McCutcheon, Digital Marketing Manager, writes for WeAreTheCity about how to build your career profile via social media.
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17th April 2023 | Article | Local Press
Chartered Financial Planner, Luke Norman, considers the value of employee benefits as part of an overall salary package, at a time when salaries are struggling to keep pace with inflation.
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12th April 2023 | National Press
Associate Director and Chartered Financial Planner, Nick Lambert, gives his views to The Telegraph on how people can protect their savings in a banking crisis.
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10th April 2023 | Article | National Press
Chief Commercial Officer, Rob Aberdein, considers opportunities and challenges of a seismic shift in the Scottish legal landscape, in his regular column for The Scotsman.
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5th April 2023 | Article | Trade Press
Investment Manager at Progeny Asset Management, Nick Astley, discusses the benefits of engaged investment versus divestment in relation to oil companies.
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30th March 2023 | Trade Press
Coverage in Money Marketing of the appointment of Caroline Hawkesley to the new role of UK managing director.
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27th March 2023 | Article | National Press
Chartered Financial Planner, Nick Onslow, lends his expertise to a Telegraph reader’s money makeover.
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22nd March 2023 | Trade Press
Mortgages Manager, Michael Wales, discusses the likelihood and implications of a base rate cut in Mortgage Introducer, in advance of the March Monetary Policy Committee announcement.
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8th March 2023 | Article | Local Press
Chartered Financial Planner, Victoria Ross, shares some straightforward steps to help women avoid retirement saving regrets, in an article for the Yorkshire Times.
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8th March 2023
Head of Advice Quality, Sarika Dhanjal, guests on the BBC Asian Network show, The Everyday Hustle, in a special episode for International Women’s Day.
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8th March 2023 | Podcast
On International Women’s Day, Chartered Financial Planner, Victoria Ross, features on The Purse podcast, sharing her views on how women can build their financial resilience.
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1st March 2023 | Article | Trade Press
Chartered Financial Planner, Nick Onslow, speaks to the Chartered Insurance Institute about what it means for Progeny to hold corporate Chartered status
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27th February 2023 | Trade Press
Progeny appoints Head of Academy, as reported in FTAdviser.
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27th February 2023 | Trade Press
New Head of Academy, Heather Ross, shares her plans for the adviser academy with Citywire
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24th February 2023 | Article | Trade Press
CEO, Neil Moles, writes about the importance of passing on experience and knowledge within the advice industry, in his column for Professional Adviser.
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14th February 2023 | Trade Press
Rebecca Dixon, Head of HR Consultancy, comments to the WealthNet on considerations for firms in relation to flexible working.
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14th February 2023 | Trade Press
Head of Investment, Craig Melling, explains what fund he’s in love with for a Valentine’s feature in Citywire New Model Adviser.
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13th February 2023 | Article | Trade Press
Head of HR consultancy, Rebecca Dixon, shares her views on the ways beyond pay that firms can help retain staff, in an article in Money Marketing.
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13th February 2023 | Article | National Press
Chief Commercial Officer, Rob Aberdein, considers the implications of Chat GPT for the legal profession, in his regular column for The Scotsman.
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3rd February 2023 | Article | Local Press
Chief Technology Officer, Tim Thompson-Rye, wins Young Digital and Tech Professional at the inaugural Insider Yorkshire Young Professionals Awards.
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2nd February 2023 | Article | Local Press
Mortgages Manager, Michael Wales, explains why its time that homebuyers and owners reacquaint themselves with variable rate mortgages, in an article for the Edinburgh Reporter.
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1st February 2023 | Article | Trade Press
Chartered Financial Planner, Anna Jones, discusses how to engage women to make the move from savings to investments, in her column for Money Marketing
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1st February 2023 | Article | Local Press
Financial Planner, Richard Gillham, writes for the Yorkshire Times about how investors can drive change via their pension.
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30th January 2023 | Article | Trade Press
HR World talks to Chief People Officer, Sam Moxham, about her career in their ‘Human of HR’ series.
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30th January 2023 | Article | Trade Press
Liz Pemberton, Director of Learning and Development, writes for Professional Adviser about the benefits of giving effective feedback.
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27th January 2023 | Article | Trade Press
Associate Director, Shona Barr, shares her average day with Professional Adviser.
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26th January 2023 | Trade Press
Chief Technology Officer, Tim Thompson-Rye, talks to FTAdviser about why advisers must stop tolerating inefficient tech solutions.
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24th January 2023
Chartered Financial Planner, James Batchelor, gives his views on how people with inconsistent earnings can help build financial security.
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13th January 2023 | Article | Trade Press
Chartered Financial Planner, James Batchelor, offers his views for an Investor’s Chronicle reader portfolio.
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12th January 2023 | Trade Press
Craig Melling, Head of Investments at Progeny Asset Management, shares his views with Citywire on what looks attractive for investors in 2023.
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Recognition and Awards
6th June 2023 in Recognition and awards
Progeny CEO Great British Entrepreneur Awards 2023 finalist
Progeny CEO, Neil Moles, has been recognised for his entrepreneurial spirit as he is named…
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23rd May 2023 in Recognition and awards
Victoria Ross winner at the WeAreTheCity 2023 Rising Stars Awards
Victoria Ross, Chartered Financial Planner has been selected as one of the five winners in…
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5th May 2023 in Recognition and awards
Progeny wins Employer of the Year for the second time running at the Yorkshire Financial Awards 2023
Progeny has retained its title of Best Employer at the Yorkshire Financial Awards 2023. This…
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26th April 2023 in Recognition and awards
Progeny awarded Advice firm of the Year – North East
Progeny was selected as Advice Firm of the Year North East at the prestigious Professional…
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8th September 2023
Progeny Adviser Academy welcomes six new associates
Six new associates have been offered places at the Progeny Adviser Academy, to begin their programme in early October.
