Home > Media Relations
22nd November 2022 in Press releases, Media coverage
Progeny acquires Lewis Brownlee Financial Services
Multi-disciplinary professional services firm, Progeny, has announced the acquisition of Chartered financial planning practice, Lewis…
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5th October 2022 in Press releases, Progeny’s news
1-in-4 Baby Boomers don’t trust younger generations with inheritance – Progeny/YouGov research
1-in-4 Baby Boomers don’t trust the younger generation to use their inheritance wisely, according to…
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14th July 2022 in Progeny’s news, Press releases
Progeny launches a summer school programme
Interested in a career in financial services? Leeds-based professional services company, Progeny, is offering a…
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11th July 2022 in Progeny’s news, Press releases
Progeny acquires Balmoral Asset Management to expand Scottish presence
Progeny has today announced plans to acquire Edinburgh-based Chartered financial planners, Balmoral Asset Management. This…
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7th July 2022 in Progeny’s news, Press releases
Progeny Adviser Academy welcomes applications for 2022 intake
Progeny’s Adviser Academy has opened the application process for six new associate planners to join…
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Media Coverage
26th November 2022 | Article | National Press
Chartered Financial Planner, James Batchelor, contributes to a reader’s money makeover in The Telegraph.
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25th November 2022 | Article | Local Press
Head of HR Consultancy, Rebecca Dixon, writes for The Business Desk on how employers can respond sustainably to the cost of living crisis.
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25th November 2022 | Article | Trade Press
Our Head of Risk and Audit, Darren Mead, discusses the concept of businesses ‘failing intelligently in an article for Professional Adviser.
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24th November 2022 | Article | Trade Press
Our Chief of Advisory Services, Ian Browne, shares his views with Professional Adviser in terms of good leadership qualities within financial services.
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16th November 2022 | Trade Press
Progeny CEO, Neil Moles, explains the story behind our company name, in a feature in Money Marketing.
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10th November 2022 | Article | Trade Press
Chartered financial planner, Anna Jones, discusses the findings of Progeny’s recent research into intergenerational wealth planning, in her latest column for Money Marketing.
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10th November 2022 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, talks to FTAdviser about her career path to date and why women are still under-represented in financial services.
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3rd November 2022 | Article | Trade Press
Financial planner, Richard Gillham, looks at the role of advice in divorce, in the light of a new best practice guide.
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2nd November 2022 | Article | Trade Press
Richard Gillham, Financial Planner, talks about the forthcoming Sustainability Disclosure Requirements with Citywire Wealth Manager and what they mean for the industry.
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31st October 2022 | Podcast
Chartered Financial Planner, Victoria Ross, is a guest on The Purse podcast, talking about a range of issues relating to women’s relationship to money.
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31st October 2022 | Article | Local Press
Financial Planner, Luke Norman, looks at how people can take a pre-retirement health check, in a piece for Yorkshire Times for National Pension Awareness Week.
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28th October 2022 | Trade Press
Financial Planner, Richard Gillham, comments in Professional Adviser on the increasing need for financial advice to address financial vulnerability arising from the impact of divorce.
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24th October 2022 | Article | National Press
Chief Commercial Officer, Rob Aberdein, predicts what 2023 could hold in store for law firms, in his regular column for The Scotsman.
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21st October 2022 | Article | Local Press
Talent Manager, Seana Donnelly, outlines how firms can communicate their CSR credentials in an article for Business Desk Yorkshire.
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19th October 2022 | Article | Trade Press
Chief Technology Officer, Tim Thompson-Rye, explains why creating a digital transformation strategy has less to do with technology than you’d think, in a piece for Professional Adviser.
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17th October 2022 | Trade Press
Head of Research, Robert Harrison, comments in the first of a new Trustnet series, looking at how markets react in different scenarios.
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14th October 2022 | Trade Press
Chartered Financial Planner, Nick Onslow, discusses client conversations following the mini-budget.
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13th October 2022 | Article | Local Press
Northerners most comfortable discussing inheritance with loved ones, according to Progeny’s intergenerational wealth survey.
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12th October 2022 | Article | Local Press
Mortgage Adviser, Anna Green, takes a look mortgage affordability, in an article for the Yorkshire Times.
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10th October 2022 | Trade Press
Investment Manager, Nick Astley, gives his views to Investor’s Chronicle on how to simplify a portfolio for inheritance purposes.
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5th October 2022 | Trade Press
A quarter of baby boomers don’t trust young Brits with inheritance – International Adviser reports on Progeny’s intergenerational wealth study
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5th October 2022 | Article | Trade Press
CEO, Neil Moles explores the findings of Progeny’s intergenerational wealth study in an article for Professional Adviser.
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28th September 2022 | Article | Trade Press
Chartered Financial Planner, Anna Jones, discusses the challenges in considering a client’s sustainability preferences as part of the suitability process, in her regular column for Money Marketing.
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23rd September 2022 | Article | Local Press
Darren Mead, Head of Risk and Audit, shares the benefits of evidence-based decision making, in an article for Business Desk.
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13th September 2022 | Article | Trade Press
Financial Planner, Emil McKenzie, writes for Legal Futures about key areas where trustees should question their financial adviser, in relation to an investment recommendation.
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5th September 2022 | Article | National Press
Chartered Financial Planner, Victoria Ross, contributes to a Telegraph Money Makeover on creating income whilst protecting from inflation,
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4th September 2022 | Article | National Press
Chartered Financial Planner, Nick Onslow, offers his view on what could be done with a newly discovered £40,000 pension pot, in a retirement feature for inews
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23rd August 2022 | Trade Press
Progeny’s CEO, Neil Moles, talks to Money Marketing about the role of the Adviser Academy.
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23rd August 2022 | Article | Trade Press
Nick Onslow, Chartered Financial Planner, writes for Independent School Parent about some of the different ways you can pay for higher education.
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22nd August 2022 | Article | Trade Press
Business Innovation Analyst, David Gorgan, writes for FTAdviser about the issue of data silos and how advisory firms can avoid them.
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22nd August 2022 | Article
HR consultant, Natalie Schofield, offers five reasons why effective offboarding is vital for your business, in an article for We are the City.
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18th August 2022 | Article | Trade Press
Financial Planner, Richard Gillham, writes for Finance Digest about how advisers can play their part in helping to close the sustainable investment gap.
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17th August 2022 | Article | Trade Press
Chief Investment Officer, Ian Hooper, talks to Citywire Amplify about the latest stage in the evolution of Progeny Asset Management.
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12th August 2022 | Trade Press
Head of Advice Quality, Sarika Dhanjal, talks about the success of Progeny’s summer school programme in Financial Planning Today.
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11th August 2022 | Article | Trade Press
Head of Investment, Craig Melling, discusses the growth of Progeny Asset Management, in an interview with Citywire Wealth Manager magazine.
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10th August 2022 | Article | Trade Press
Chartered Financial Planner, Anna Jones, writes about tactics to tackle the gender gap, in her regular column for Money Marketing.
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9th August 2022 | Article | Trade Press
Chief Technology Officer, Tim Thompson-Rye, shares his passion for data and why it’s advice firms’ most valuable asset, in an article for Professional Adviser.
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5th August 2022 | Article | Trade Press
Darren Mead, Head of Risk and Audit, explains why compliance is far from a dirty word, in an article for Money Marketing.
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3rd August 2022 | Article | Trade Press
Head of Advice Quality, Sarika Dhanjal, speaks to Professional Adviser about how Progeny’s summer school programme is progressing.
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3rd August 2022 | Article | National Press
Financial Planner, Luke Norman, explains what pensions lifestyling means as an investment approach, in an article for Working Dads.
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1st August 2022 | Article | Trade Press
HR Consultant, Charlotte Hudson, writes for We are the City about how to be an employer of choice in today’s competitive market.
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1st August 2022 | Trade Press
Sarika Dhanjal, Head of Advice Quality, speaks to Citywire New Model Adviser about Progeny’s new summer school programme.
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20th July 2022 | Article | National Press
Chief Operations Officer, Caroline Hawkesley, writes for Be Your Own on how to effectively manage an organisational change in the workplace.
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18th July 2022 | Article | Trade Press
Luke Batley, Head of Marketing, shares his expertise on how companies can improve their video marketing with the Press Gazette.
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15th July 2022 | Article | Local Press
Head of Advice Quality, Sarika Dhanjal, announces that Progeny is looking for recruits for its August summer school programme in an exclusive with the Yorkshire Times.
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14th July 2022 | Article | Trade Press
Chief Development Officer, Liz Pemberton, looks at four strategies to leverage the power of your brain, in an article for Professional Adviser.
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13th July 2022 | Article | Local Press
Mortgage Adviser, Anna Green, writes for the Yorkshire Times about moving house in a seller’s market.
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11th July 2022 | Article | Trade Press
Financial Planner, Richard Gillham, contributes to a Money Marketing feature on the role of financial planning in divorce.
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11th July 2022 | Article | Trade Press
Craig Melling, Head of investment at Progeny Asset Management, shares his best investment decisions in the year to date with Citywire Wealth Manager.
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11th July 2022 | Article | National Press
Chartered Financial Planner, Nick Onslow, contributes to a Money Makeover feature for The Telegraph.
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6th July 2022 | Article | Trade Press
CEO, Neil Moles is named as a finalist in the Great British Entrepreneur Awards, as reported by Professional Adviser.
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28th June 2022 | Article | Trade Press
Financial Planner, Richard Gillham, and Nick Astley, Investment Manager, both consider what it will take for ESG investing to become mainstream, in an article in Global Banking and Finance Review.
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28th June 2022 | Article | Local Press
Darren Mead, Head of Risk and Audit, shares some tips on creating more time in your working week, in this article in the London Daily News.
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24th June 2022 | Article | Trade Press
To celebrate Professional Adviser’s 21st birthday, CEO, Neil Moles, writes about the contradiction that so much has changed in those two decades and yet so much remains the same.
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24th June 2022 | Article | National Press
Chartered Financial Planner, Victoria Ross, comments on whether wealth managers are delivering what today’s female clients need, in this opinion piece in the Financial Times.
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23rd June 2022 | Article | Trade Press
Chartered Financial Planner, Anna Jones, looks at one of the hardest hit demographics in the cost of living crisis and what advisory firms can do to help, in her latest column for Money Marketing.
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16th June 2022 | Article | National Press
Head of People, Gill Wetherill, discusses the importance of strategy and measurement in relation to workplace wellbeing initiatives, in an interview with Good Shape.
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14th June 2022 | Article | Trade Press
Chartered Financial Planner, Tracey Evans, talks about how advisers can help ease clients’ recession fears, in a feature in International Adviser.
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13th June 2022 | Article | Trade Press
Chartered Financial Planner, Nick Onslow, contributes to a Reader Portfolio Review in Investor’s Chronicle.
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13th June 2022 | Article | Trade Press
CEO, Neil Moles, discusses the benefits of joined up professional advice, in an FTAdviser article exploring why law firms are broadening into financial services.
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9th June 2022 | Article | Trade Press
Executive Assistant to the CEO, Freya Robertson, shares her insight on why emotional intelligence is a superpower, in an article for We are the City.
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8th June 2022 | Article | Trade Press
Head of Audit & Risk, Darren Mead, writes about why advice firms need to prioritise cyber security, in an article for Professional Adviser.
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30th May 2022 | Article | Local Press
Talent Coordinator, Madeleine Lloyd, writes about recruiting in a candidates’ market, in this article for Business Desk.
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30th May 2022 | Trade Press
Chartered financial planner, Nick Onslow, offers his views on advising ex-military personnel, in a feature in Money Marketing.
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30th May 2022 | Article | Local Press
Heather McCutcheon, Digital Marketing Manager, offers a brief guide to setting yourself up for LinkedIn greatness in the Yorkshire Times.
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19th May 2022 | Article | Trade Press
Financial Planner, Richard Gillham, talks about natural capital and why it’s relevant to advisers, in an article for Professional Adviser.
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12th May 2022 | Article | Trade Press
During Learning at Work Week, Hayley Mitchell, Head of Learning and Development, looks at ways that advisory firms of all sizes can embed learning in the workplace, in an article for Professional Adviser.
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9th May 2022 | Article | Local Press
Zee Hussain, an Associate Director in Corporate Law, offers a short guide to preparing your business for sale for The Business Desk.
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9th May 2022 | Article | Local Press
Rebecca Dixon, Head of HR Consultancy, discusses how employers can help combat the loneliness of working from home, in an article for the Yorkshire Times.
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6th May 2022 | Article | Trade Press
Ian Hooper, Chief Investment Officer, gives his views on what to look for in a modern MPS, in Citywire’s latest edition of MPS in Focus.
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30th April 2022 | Article | Local Press
Zee Hussain, Associate Director, discusses if employers should treat Long Covid as a disability, in an article for the Yorkshire Times.
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26th April 2022 | Article | Trade Press
Business Innovation Analyst, David Gorgan, writes for Money Marketing about the benefits of centralised digital platforms for wealth management firms.
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12th April 2022 | Article | Trade Press | National Press
Hayley Mitchell, Head of Learning and Development, talks about the benefits of having a ‘growth mindset’ and how this can be nurtured in the workplace, in an article for We Are The City.
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6th April 2022 | Article | Trade Press
Tim Thompson-Rye, Chief Technology Officer, discusses what is meant by the term ‘hybrid advice’ in his column for Professional Adviser.
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5th April 2022 | Article | Trade Press
Progeny announces the first graduates from its own Adviser Academy, in a press release covered by a number of titles, including Professional Adviser.
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29th March 2022 | Podcast
Head of Advice Quality, Sarika Dhanjal, guests on the ‘Her Future Bright Podcast’, talking about her career and supporting the next generation of professionals.
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28th March 2022 | Article | National Press
Chief Risk Officer, Charlotte Willis, comments in The Times Business Risk Report about the benefits of a bottom-up approach to risk management.
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28th March 2022 | Article | National Press
Victoria Ross, Chartered Financial Planner, gives her views on key pension considerations by decade in an article in Raconteur.
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19th March 2022 | Article | Local Press
Anna Green, Mortgage Adviser, writes for the Yorkshire Times about five common home buying mistakes and how to avoid them.
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16th March 2022 | Article | Trade Press
Financial Planner, Richard Gillham, writes for Professional Adviser on how to develop a strong sustainability culture within your business.
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15th March 2022 | Article | Trade Press
Zee Hussain, an associate director in the Corporate Law team, explores the practical application of mediation in the legal sector for Legal Brief.
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15th March 2022 | Article | Trade Press
Richard Gillham, Financial Planner, discusses the important role that pensions schemes have to play in helping to turn the tide on plastic waste with Pensions Expert.
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14th March 2022 | Article | Trade Press
Tim Thompson Rye, Chief Technology Officer, speaks to Citywire Wealth Manager about picking the right tech for any budget.
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10th March 2022 | Article | Trade Press
Head of Advice Quality, Sarika Dhanjal, gives her views on the future of advice and next generation of advisers in an FTAdviser feature
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8th March 2022 | Article | Trade Press
Gill Wetherill, Head of People, contributes to a Money Marketing feature on why advice firms are discussing the menopause.
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8th March 2022 | Article | Trade Press
Chartered Financial Planner, Anna Jones, writes for Money Marketing about tackling the gender inequality within the protection gap and the financial trauma of widowhood.
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7th March 2022 | Article | National Press
Gill Wetherill, Head of People, is quoted in Bloomberg News on the importance of businesses avoiding “token” wellbeing initiatives
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5th March 2022 | Article | Local Press
Charlotte Hudson, HR Consultant at Progeny and an IMI qualified Mediator, writes for the Yorkshire Times about how workplace mediation can help businesses avoid litigation.
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3rd March 2022 | Article | Trade Press
CEO, Neil Moles, talks about what the financial advice industry still needs to do in order to move from practitioners to professionals, in his regular column for Professional Adviser
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2nd March 2022 | Article | Local Press
CEO, Neil Moles, talks to The Business Desk about how Progeny approaches the talent challenge
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9th February 2022 | Article | Trade Press
Gill Wetherill, Head of People, talks about Progeny’s steps to becoming menopause friendly workplace with Mortgage Solutions.
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4th February 2022 | Article | Trade Press
Tom Parkes, Chartered Financial Planner, comments on a case study surrounding the sale of rental properties and the opportunity to produce income through investments in Investors’ Chronicle.
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4th February 2022 | Podcast
Freya Robertson, Executive Assistant to CEO is interviewed on ‘The Leader Assistant Podcast’ discussing her role at Progeny, the power of developing relationships and her views on emotional intelligence
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17th January 2022 | Article | Local Press
Rebecca Dixon, Head of HR Consultancy shares five practical tips for employers to combat The Great Resignation by assessing their workplace culture for The Yorkshire Times
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1st January 2022 | Article | Trade Press
Anna Jones, Chartered Financial Planner shares her views with Money Marketing on the barriers that stop people taking regulated financial advice and how to tackle the UK’s advice gap.
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21st December 2021 | Article | Trade Press
Tracey Evans, Chartered Financial Planner shares her advice with Money Marketing on how to prepare for selling your advisory business, based on her own experience.
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Recognition and Awards
5th July 2022 in Press releases, Recognition and awards
Progeny CEO announced as Great British Entrepreneur Awards 2022 finalist
Leeds-based Neil Moles has been recognised as one of the best in the business after…
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27th July 2021 in Recognition and awards
Progeny private law team promoted to higher band in Chambers HNW guide
The Progeny private law team have once again been recognised in the Chambers High Net…
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12th May 2021 in Recognition and awards
Progeny advisers recognised by Spear’s Wealth Managers Index
We're delighted to announce that two of Progeny’s team have been listed in this year’s…
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26th October 2020 in Recognition and awards
Progeny listed in 2020 top law firms ranking
Progeny’s private legal division has been named one of eprivateclient’s Top Law Firms 2020 –…
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22nd November 2022
Progeny acquires Lewis Brownlee Financial Services
Multi-disciplinary professional services firm, Progeny, has announced the acquisition of Chartered financial planning practice, Lewis Brownlee Financial Services.
