Press Releases

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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22nd November 2022 | Article | Local Press
Chartered financial planner, Victoria Ross, looks at the benefits and risks of pension consolidation in an article for the Yorkshire Times.
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18th November 2022 | Article | Trade Press
Chartered Financial Planner, James Batchelor, discusses if annuities are worth reconsidering in the current market, in a blog for Your Money.
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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.

Read more