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25th May 2023 in Progeny’s news, Press releases
Progeny appoints new Chief Operating Officer to prepare for future international growth
Progeny has announced the latest appointment in its recent restructure. Sam Murton, who has been…
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11th May 2023 in Press releases
Progeny appoints ‘Chief of Staff to CEO’
Progeny has announced a further new appointment as part of its recent restructure. Freya Robertson…
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3rd May 2023 in Press releases
Progeny repeats summer school programme
Leeds-based professional services company, Progeny, is repeating its successful summer school programme for 16 to…
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30th March 2023 in Press releases
Progeny appoints UK MD as part of restructure
Progeny has appointed Caroline Hawkesley to the new role of UK Managing Director as part…
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3rd March 2023 in Press releases
Progeny announces plans to acquire Gibbs Denley
Multi-disciplinary professional services firm, Progeny, has announced plans to acquire Chartered financial planning practice, Gibbs…
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Media Coverage
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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19th May 2023 | Article | National Press
Financial Planner, Richard Gillham, outlines five pension golden rules, in an article for WeAreTechWomen.
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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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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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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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12th January 2023 | Article | Local Press
Investment Manager, Nick Astley, and Financial Planner, Richard Gillham, provide an overview of the spectrum of sustainable investments in this article for London Daily News.
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10th January 2023 | Article | Trade Press
FTAdviser reports on Progeny Wealth achieving corporate chartered status, following a successful application to the Chartered Insurance Institute.
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10th January 2023 | Article | Trade Press
Professional Adviser reports on Progeny Wealth achieving corporate Chartered status.
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10th January 2023 | Article | Local Press
Head of Financial Planning, Sarah Giles, answers 10 questions for the Yorkshire Times about working in the region.
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9th January 2023 | Article | Trade Press
Chief Operations Officer, Caroline Hawkesley, talks to FTAdviser about the pace of tech adoption within the financial services industry.
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3rd January 2023 | Trade Press
Chartered Financial Planner, Mark Perkins, talks about his own experience of becoming a financial planner after a career in the military.
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3rd January 2023 | National Press
Chartered Financial Planner, Nick Onslow, contributes to a reader money makeover for inews.
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22nd December 2022 | Trade Press
Progeny has been pleased to support its charity partner, Zarach, over the festive period.
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19th December 2022 | Article | National Press
Chief Commercial Officer, Rob Aberdein, considers if multidisciplinary partnerships are the future for the legal profession, in his regular column for The Scotsman.
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19th December 2022 | Article | Local Press
Chief Operations Officer, Caroline Hawkesley, shares her views on 2022 with the Yorkshire Times, in their Christmas Spotlight.
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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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24th November 2022 | Trade Press
Head of Investment, Craig Melling, shares his thoughts with Citywire on investment plans for the year ahead.
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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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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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Recognition and Awards
23rd May 2023 in Progeny’s news, Media coverage, 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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24th March 2023 in Recognition and awards
Progeny wins Wellbeing category at HRZone’s Culture Pioneer Awards
Progeny was recognised as a ‘Culture Pioneer’ for wellbeing at their March awards. This…
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25th May 2023
Progeny appoints new Chief Operating Officer to prepare for future international growth
Progeny has announced the latest appointment in its recent restructure. Sam Murton, who has been working with Progeny as a consultant since 2022, has been appointed as the new Chief Operating Officer.
