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14th March 2024 in Progeny’s news, Press releases
Progeny appoints new head of Belgium office
Progeny has appointed Amanda Newell as the new head of its Belgium office. Amanda will…
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7th February 2024 in Progeny’s news, Press releases
Progeny appoints Tom Wood as Chief Financial Officer
Progeny has appointed Tom Wood to the role of Chief Financial Officer (CFO). Tom brings…
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31st January 2024 in Press releases, Progeny’s news
Progeny announces acquisition of Chartered Wealth Management
Multi-disciplinary professional services firm, Progeny, has acquired Chartered financial advice firm, Chartered Wealth Management. This…
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23rd January 2024 in Progeny’s news, Press releases
Progeny partners with Alpha FMC to design next generation advice journeys
Progeny is partnering with Alpha Financial Markets Consulting, a specialist financial services consultancy, to design…
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24th October 2023 in Progeny’s news, Press releases
Progeny announces acquisition of Carbon Financial Partners
Multi-disciplinary professional services firm, Progeny, has announced plans to acquire Chartered financial advice firm, Carbon…
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Media Coverage
21st August 2024 | National Press
Chartered Financial Planner, Anna Jones, gives her thoughts on how wealthy families can educate their children about money in a Financial Times feature.
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19th August 2024 | Article | Trade Press
Chartered Financial Planner, Luke Norman, highlights four key areas where business owners can miss valuable opportunities without professional financial advice.
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16th August 2024 | Article | Local Press
HR Consultant at Progeny HR Consultancy & Advice, Charlotte Hudson, writes for the London Daily News about how businesses can manage workplace conflict.
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14th August 2024
Morgtage Adviser, Stephanie Thayer, talks about the mortgage market outlook for the second half of the year in The Personal Finance Society’s latest magazine.
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2nd August 2024 | Article | Trade Press
Financial Planner, Richard Gillham, writes for Professional Adviser on how advisers can build their confidence and knowledge on sustainable investing.
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30th July 2024 | Trade Press
UK MD, Caroline Hawkesley, shares what Progeny has learned one year on from the introduction of Consumer Duty, in a feature in FTAdviser.
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30th July 2024 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, considers the virtue of female-focused spaces in financial advice, in her latest column for Money Marketing.
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29th July 2024 | Article | National Press
Chief Commercial Officer, Rob Aberdein, considers the challenges of legal transformation, in his regular column for The Scotsman.
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29th July 2024 | Article | Trade Press
Director of People, Kellie Plummer, looks at the benefits of a dual track progression path for employers and employees alike, in this article for HR Zone.
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26th July 2024 | Trade Press
Director of investment at Progeny Asset Management, Craig Melling, shares the resources behind their investment decisions in this Citywire feature.
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22nd July 2024 | Trade Press
A Progeny Asset Management ProFolio fund was one of the most bought multi-asset funds in H1 2024, according to Trustnet. Based on FE Analytics data, the ‘ MGTS Progeny ProFolio Model 50-70% Shares’ fund was in the top six, alongside multi-asset finds from industry names such as Vanguard, BNY Mellon and Coutts.
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16th July 2024 | Article | Local Press
Charlotte Hudson, HR Consultant, outlines the proposed changes to employment law under the new Labour government in an article for the Yorkshire Times.
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14th July 2024 | National Press
Chartered Financial Planner, Victoria Ross, reminds that with rising life expectancies and larger care home bills, it pays to plan ahead if you do wish to leave an inheritance for your children.
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10th July 2024 | Podcast
UK MD, Caroline Hawkesley, talks about her career journey and what inspires her at Progeny, in this Executives in Wealth Management podcast.
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5th July 2024 | National Press
Chartered Financial Planner, Nick Onslow, comments for the FT on things to consider in relation to paying a state pension into a personal pension, for those who are reach State Pension age but are still working.
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2nd July 2024 | Article | Local Press
Director of Risk, Darren Mead, looks at five key risks for financial services firms in an article for Money Marketing.
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27th June 2024 | Trade Press
Director of Risk, Darren Mead, outlines the range of roles available in a career in compliance, in this Money Marketing feature.
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21st June 2024 | Article | Local Press
Director of Risk, Darren Mead, talks about the concept of anti-fragility in business in his article in the Yorkshire Post and how this can help firms thrive in uncertain times.
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20th June 2024 | Trade Press
Director of Risk, Darren Mead, comments on the role of platforms in relation to Consumer Duty, in a feature for FTAdviser.
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20th June 2024 | Trade Press
Darren Mead, Director of Risk, explains some of the benefits of advisory firms having a centralised investment proposition, in a feature in FTAdviser.
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19th June 2024 | National Press
Portfolio Manager at Progeny Asset Management, Tom Sparke, talks to the Financial Times about the importance of staying close to core investment principles in uncertain times.
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17th June 2024 | Trade Press
Associate Director, Shona Barr, comments on the benefit of multiple professional advisers working together to provide cohesive planning for the more complex needs of high-net worth clients, in a feature in Professional Adviser.
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14th June 2024 | Article | Trade Press
Head of HR, Rebecca Dixon, looks at why the latest workplace trend dubbed the ‘The Big Stay’ does not have to mean that employees stand still in their careers, in an article for Finance Digest.
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13th June 2024 | Trade Press
Chartered Financial Planner, Victoria Ross, talks about taking retirement income flexibly, in this Interactive Investor feature exploring income drawdown.
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8th June 2024 | Article
Director of Risk at Progeny, Darren Mead, comments on evolving risk of AI in the BDO Global Risk Report 2024.
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7th June 2024 | Article | Trade Press
Chief Operating Officer, Tim Gillman, considers how firms can help bring their people along on their digital transformation journey, in an article for Professional Adviser.
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5th June 2024 | Podcast
Featuring on the Adviser 3.0 podcast, Caroline Hawkesley, UK Managing Director of Progeny, discusses her journey in financial services and the growth of Progeny.
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4th June 2024 | Trade Press
Director of Investment at Progeny Asset Management, Craig Melling, comments on the latest trends in model portfolio services, in a feature in Citywire New Model Adviser.
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3rd June 2024 | Trade Press
Chartered Financial Planner, James Batchelor, gives his views on how advisers can support small business owners, in a feature in FTAdviser.
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31st May 2024 | Trade Press
Client Executive, Ben Browne, is featured in Professional Adviser’s Feel Good Friday blog for his one day run across Wales in aid of Dementia UK.
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28th May 2024 | Article | Local Press
Head of HR at Progeny HR Consultancy and Advice, Rebecca Dixon, outlines some steps that businesses can take to prepare for The Worker Protection Act in an article for the Lancashire Times.
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20th May 2024 | Article | National Press
Chief Commercial Officer, Rob Aberdein, considers if a motion to exclude alternative business structures from operating in Scotland is motivated by what is best for clients in his latest column for The Scotsman.
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6th May 2024 | Article | Trade Press
Director of People, Kellie Plummer, outlines three levers for businesses to address the underlying issues contributing to a gender pay gap, in an article for WeAreTheCity.
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3rd May 2024
Progeny wins Employer of the Year for the third year running at the Yorkshire Financial Awards, with the judges commenting on the “exemplary commitment to employee development, well-being, community outreach, and regional job creation.” As reported in Yorkshire Legal.
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3rd May 2024 | Trade Press
Progeny Asset Management announced as Multi Asset Manager of the Year at the Money Age Wealth and Asset Management Awards 2024
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29th April 2024 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, looks at how to manage conflict when a couple’s retirement visions don’t align, in her regular column for Money Marketing.
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26th April 2024 | Article | National Press
Chartered Financial Planner, Victoria Ross, speaks to the Financial Times about the importance of engaging women with financial advice and investing.
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12th April 2024 | Trade Press
Professional Adviser follows the story of Progeny Director, Alex Shaw, from beating lung cancer to tackling this year’s London Marathon.
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11th April 2024 | Article | Local Press
Rebecca Dixon, Head of HR at Progeny HR Consultancy and Advice, outlines three key focus areas for businesses to make flexible working a success.
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8th April 2024 | Trade Press
Financial Planner, Richard Gillham, outlines why advisers need to have more focus on philanthropy, in a guest article for Financial Planning Today.
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8th April 2024 | Trade Press | Local Press
Coverage of the press release on the launch of this year’s financial services summer school in the Yorkshire Post.
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5th April 2024 | Trade Press
Head of Change, Craig Cuthbert, talks to The WealthNet about the value of being a B Corp certified company in the wealth management industry.
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28th March 2024 | Trade Press
Chartered Financial Planner, James Batchelor, speaks to FTAdviser about the significance of charitable giving during Ramadan.
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26th March 2024 | Trade Press
People Specialist, Kasia Bardyga, speaks to FTAdviser about Progeny’s approach to supporting team members with their religious commitments.
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21st March 2024 | Article | Trade Press
Chief Investment Officer, Ian Hooper, talks to Citywire about the Progeny Asset Management’s international ambitions.
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20th March 2024 | Article | National Press
Chief Commercial Officer, Rob Aberdein, considers the likely legal landscape at the end of the decade in his regular column for The Scotsman.
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20th March 2024 | Trade Press
UK MD, Caroline Hawkesley, talks about consolidation within the industry, as a panelist at NextWealth Live.
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20th March 2024
Chartered Financial Planner, Nick Onslow, talks to Saga Money about using ISA savings to boost retirement income.
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14th March 2024 | Trade Press
Coverage of our press release on Amanda Newell’s appointment as the new head of our Belgium office in International Adviser.
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14th March 2024 | Trade Press
Tim Thompson-Rye, Chief Technology Officer, talks about the evolution of hybrid advice at the recent Advice Tech Forum, as reported in FTAdviser.
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14th March 2024 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, talks about educating on the full spectrum of financial vulnerability in her latest Money Marketing column.
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8th March 2024 | Trade Press
Director of Learning and Development, Liz Pemberton, talks to HRZone about an event that inspired inclusion, in a feature for International Women’s Day.
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28th February 2024 | Article | Local Press
Head of HR at Progeny HR Consultancy and Advice, Rebecca Dixon, outlines three ways that firms can avoid the pitfalls of having accidental managers in the Lancashire Times.
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27th February 2024 | Trade Press
Coverage of our press release in Money Marketing on the appointment of Tim Gillman as Chief operating Officer.
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23rd February 2024 | Article | Trade Press
UK MD, Caroline Hawkesley, talks to Professional Adviser about Progeny’s investment in next-generation advice journeys
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22nd February 2024 | Trade Press
Chartered Financial Planner, Victoria Ross, discusses some of the pros and cons of buying an annuity in an article on Trustnet.
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14th February 2024 | Trade Press
Director of Investment at Progeny Asset Management, Craig Melling, shares his first investment love with Citywire for a Valentine’s Day feature.
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14th February 2024 | Trade Press
Progeny’s Head of Academy, Heather Ross, underlines the importance of academy programmes focused on the practical application of knowledge, in this Money Marketing feature.
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13th February 2024 | Trade Press
Chief Technology Officer, Tim Thompson-Rye, comments to Money Marketing on the challenge for advisory firms of having the quality and quantity of data for the effective use of AI.
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13th February 2024 | Trade Press
Chartered Financial Planner, Victoria Ross, outlines why financial planning is so important in divorce, in a feature in Professional Adviser.
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10th February 2024 | Article | Local Press
Chartered Financial Planner and AD, Nick Lambert, shares a financial checklist for the growing trend of ‘unretirement’, in an article for the North East Post.
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7th February 2024 | Trade Press
Coverage of our press release on the appointment of Tom Wood as Chief Financial Officer in UK Adviser.
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5th February 2024 | Trade Press
Citywire Wealth Manager catches up with Craig Melling, Director of Investment at Progeny Asset Management.
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2nd February 2024
David Gorgan, Innovation Team Leader, wins Young Digital and Tech Professional of the Year at the Yorkshire Young Professionals Awards 2024.
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1st February 2024 | Trade Press
UK MD, Caroline Hawkesley, talks about the need for a collaborative approach to DEI within the wealth management industry, in an article in The WealthNet.
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31st January 2024 | Trade Press
Coverage in Citywire New Model Adviser of our press release on Progeny’s acquisition of Chartered Wealth Management.
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23rd January 2024 | Trade Press
Coverage of our press release on Progeny’s ‘next generation advice journey’ project in Professional Adviser.
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22nd January 2024 | Article | Local Press
Financial Planner, Richard Gillham, gives his view on the key trends in corporate sustainability for 2024, in an article for the London Daily News.
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22nd January 2024 | Article | National Press
Chief Commercial Office, Rob Aberdein, shares his legal landscape predictions for 2024 in his latest column for The Scotsman.
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17th January 2024 | Article | Trade Press
Associate Mortgage Adviser, Stephanie Thayer, writes for The North East Post about the practicalities of buying a BTL near a child’s university.
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15th January 2024 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, talks about financial planning for high-net-worth women, in the latest digital edition of Financial Planning Today. Article can be found on page 30.
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11th January 2024 | Article | Local Press
Alistair Scott-Somers, General Counsel and Director of Progeny Law & Tax, writes for the Yorkshire Post business section about the importance of succession planning for retirement.
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10th January 2024 | Trade Press
Progeny is shortlisted as an Adviser firm of the Year at the annual Professional Adviser Awards.
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4th January 2024 | Article | Local Press
Emil McKenzie, Business Development Executive at the Fry Group, Dubai, part of Progeny, writes for the Yorkshire Post about the realities of moving to Dubai for work,
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18th December 2023 | Article | Trade Press
Kasia Bardyga, People Specialist, gives four steps to successful people-focused business integration, in an article for we WeAreTheCity.
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18th December 2023 | Article | Local Press
Talent Manager, Seana Donnelly, outlines some debiasing strategies for recruitment in the Yorkshire Times.
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15th December 2023 | Local Press
Director of Operations, Mark Scothon, features in the Yorkshire Times’ Festive Spotlight on regional businesspeople in the North.
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7th December 2023 | Article | Local Press
Why would people need a financial planner and what costs are involved? Chartered Financial Planner, Victoria Ross, writes for the London Daily News.
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5th December 2023 | National Press
Chartered Financial Planner, Nick Onslow, features in The Telegraph’s business section on financial planning considerations in relation to employee share schemes.
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29th November 2023 | National Press
Chartered Financial Planner, Nick Onslow, features in The Telegraph’s Insight Newsletter on financial planning considerations in relation to employee share schemes.
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24th November 2023 | Trade Press
Head of Advice Quality, Sarika Dhanjal, is highly commended in the Role Model of the Year category at the Women In Investment Awards
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24th November 2023 | Local Press
Progeny’s young talent secures five shortlistings at the Insider Yorkshire Young Professionals awards.
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23rd November 2023 | Article | Trade Press
Progeny HR Consultancy is named large HR consultancy of the year as the prestigious Personnel Today awards.
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22nd November 2023 | Article | Trade Press
Progeny is announced as a finalist in the Wellbeing category at the Culture Pioneer Awards.
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20th November 2023 | Article | National Press
Chief Commercial Officer, Rob Aberdein, considers why the era of alternative business structures in Scotland is still not yet a reality, in his latest column for The Scotsman.
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15th November 2023 | Article | Local Press
Director of Risk, Darren Mead, considers the risks of AI for businesses, in an article for the Yorkshire Post.
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10th November 2023 | National Press
Chartered Financial Planner, Nick Onslow, speaks to inews about how equity release can be used in certain circumstances to avoid or reduce IHT liabilities.
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7th November 2023 | Article | Local Press
Financial Planner, Richard Gillham, writes for London Daily News about sustainability tipping points and how these can be good for business.
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2nd November 2023 | Article | Trade Press
Chief Risk Officer, Charlotte Thomas, considers what the fund management industry needs to do to attract more women, in an article for Professional Adviser.
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2nd November 2023 | Local Press
Coverage of our press release on Progeny Law and Tax appointing its first trainee solicitors.
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1st November 2023 | Trade Press
Progeny is recognised within the Citywire New Model Adviser Top 100 advice firms
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31st October 2023 | Article | Local Press
Associate Mortgage Adviser, Stephanie Thayer, outlines why landlords shouldn’t lose focus on energy efficiency upgrades, in an article for the Yorkshire Times.
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26th October 2023 | Trade Press
Director of Advisory Services, Ian Browne, talks to Professional Adviser about changes he’s witnessed in the industry during his career and advice for aspiring advisers.
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24th October 2023 | Local Press
Progeny is a finalist at the Yorkshire Post Excellence in Business awards in the Employee Health and Wellbeing category.
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24th October 2023 | Article | Trade Press
Chartered Financial Planner, Victoria Ross, looks at the role that the advisory industry has to play in combatting ‘finfluencers’, in her latest column for Money Marketing.
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20th October 2023 | Trade Press
Six of our talented women are shortlisted at Professional Adviser’s Women in Financial Advice Awards.
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17th October 2023 | Article | Local Press
Chief Operating Officer, Sam Murton, writes for the Yorkshire Post on the business benefits of customer journey mapping.
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12th October 2023 | Article | Trade Press
CEO, Neil Moles, considers today’s media-political environment and its impact on delivering financial advice, in Professional Adviser.
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12th October 2023 | Article | Trade Press
Craig Cuthbert, Head of Change, writes for Professional Adviser about the realities of Progeny’s B Corp certification journey.
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9th October 2023 | Article | Local Press
Talent Manager, Seana Donnelly, looks at how businesses can grow their green talent pipeline, in an article for Yorkshire Times.
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6th October 2023 | Article | Trade Press
Chartered Financial Planner, Nick Onslow, talks about his career journey from the military to financial advice.
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28th September 2023 | Article | Trade Press
UK MD, Caroline Hawkesley, outlines three steps to corporate sustainability, in an article for Money Marketing
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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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14th March 2024
Progeny appoints new head of Belgium office
Progeny has appointed Amanda Newell as the new head of its Belgium office.
