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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
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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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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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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18th September 2023 | Article | National Press
Chartered Financial Planner, Nick Onslow, contributes to a reader’s money makeover in The Telegraph.
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15th September 2023 | Trade Press
Head of Research at Progeny Asset Management, Rob Harrison, talks about why passion assets can be a useful diversifier, in a feature for International Adviser.
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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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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.
