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Financiële planningsdiensten

Bij Progeny gaan we verder dan de traditionele benaderingen en bieden we je een frisse kijk op een reeks financiële planningsdiensten.

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Neem controle over uw toekomst met deskundige financiële planning

In de loop der jaren heeft Progeny een team van experts uit de sector samengesteld om je een schat aan gespecialiseerd advies te kunnen geven.

Als onafhankelijk vermogensbeheerbedrijf kunnen we, met de ondersteuning van onze interne juridische en fiscale teams, geïntegreerd planningsadvies geven dat de volledige breedte van de financiële markt bestrijkt.

Over 40 years’ experience

We work hard to form excellent client relationships, understand their aspirations and give the quality service and bespoke structuring they require to address their complex needs.

Global reach

With offices worldwide, we offer face-to-face services globally. Our extensive network of experts ensures that we are accessible and available to your needs wherever you are.

B-Corp certified

As a B-Corp certified firm, we are proud to join a select group in the UK professional services, committed to high standards of social and environmental impact globally.

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Financiële planningsdiensten die we aanbieden

Progeny’s allesomvattende benadering van financiële planning zorgt ervoor dat al uw wensen worden vervuld door enkele van de knapste koppen uit de sector. Hieronder vindt u enkele van de diensten die wij aanbieden.

Alternative Investments

Alternative Investments are financial instruments that offer specific tax benefits to clients.

Expat Pension Advice

Advice to help you make the most of your pension, wherever you are in the world.

Investment Services

We build and adapt the right investment solutions to meet all requirements.

Mortgage Advice

We offer expert independent advice on what might be your most important investment.

Personal & Family Protection

We can help you navigate the topics you may not want to consider.

Philanthropy

If giving back is part of your plan, we can help manage the process.

Retirement Planning

Planning for your future is made easier with Progeny.

Strategic Financial Planning

Bespoke financial planning for your specific needs.

Wealth Succession

Securing your wealth for future generations.

Ons financiële planningsproces

First, we get to know you and understand your financial circumstances, your goals, values and aspirations. This helps us explore and narrow down suitable strategies for you.

We also begin the process of assessing your appetite for risk, need for risk and capacity for loss.

Next step: a full audit of your present position to ensure that we have a true and complete understanding of you, your family and your financial affairs.

Lifetime Cashflow Modelling is a vital part of what we do here. We use this tool to see into your future, removing some of the guesswork and allowing you to make informed decisions. It will help to identify whether you are on track to achieve your goals and what you need to earn and save, the level of returns needed and how much risk you can afford to take. It also helps to identify any contingency planning needs for ‘life’s unknowns’.

We create a robust financial plan dealing with your wealth, your investments, tax and contingencies. This will then be shared with you, ready for you to review prior to implementation.

We will carry out in-depth research and analysis to create a robust and thorough Financial Plan, which will incorporate the following areas:

Wealth Structure: How best to structure your wealth to meet your current and future lifestyle goals. This will include a review of your existing money purchase pensions, investments, ISAs and cash deposits.
Investment Strategy: How best to structure your investable assets to manage risk and maximise returns to help increase the likelihood of achieving your goals and aspirations.
Tax Planning: How best to maximise the use of all available Income Tax, Capital Gains Tax and Inheritance Tax allowances with the view of minimising taxes.
Contingency Planning: How best to ensure that your wealth can weather the storm through life’s unfortunate events. We will review all your protection needs. Where there is a requirement to engage the services of a solicitor or accountant, we may introduce you to Progeny Law & Tax Limited.

These elements will then culminate into the creation and delivery of a personalised full financial planning report that includes your strategic plan, together with the rationale and evidence to support the suitability of our advice and recommendations.

Proper financial planning is not a one-off event. Our ongoing advice process ensures that you stay on track and achieve your life goals in an ever-changing world.

This is a dynamic and evolving process to ensure that you meet your goals and aspirations. Your plans will have to adapt to changing conditions and circumstances along the way, and for this reason, people need ongoing advice, counselling and support.

Our ongoing Advice Service is designed to work with you in an open, transparent and collaborative way. We aim to give you a clear picture of your current position and financial progress based on your stated goals and aspirations.

We will issue a comprehensive Review Meeting Report covering our discussions and recommended actions. In this, we will cover:

Utilising available allowances, legislative changes, Income Tax planning, Capital Gains Tax planning and Inheritance Tax planning.

Reappraisal of the ongoing suitability of existing plans.

Any top-ups to existing ISAs, pensions and investments that we may recommend.

Finally, where required, we will liaise with your accountant and/or solicitor.

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Strategieën op maat om je te helpen financiële vrijheid te bereiken

Met tientallen jaren ervaring in het werken met zowel Britse als internationale klanten, heeft ons deskundige team een grote verscheidenheid aan complexe eisen behandeld, met als doel mensen te helpen financiële vrijheid te bereiken.

Wij bieden onze klanten een exclusieve service, gedreven door individuele omstandigheden, waarbij u centraal staat bij alles wat we doen.

Het begint met een volledige analyse van uw omstandigheden, ambities en bestaande vermogen, om u en uw wereld zo goed mogelijk te begrijpen.

Van daaruit kunnen we een strategie op maat creëren, met aanbevelingen op maat om uw portefeuille te verbeteren en te vergroten, terwijl we ook manieren voorstellen om de kosten te minimaliseren.

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Deze mededeling is geen beleggingsadvies. De waarde van beleggingen en de inkomsten daaruit zijn niet gegarandeerd, kunnen dalen en het is mogelijk dat u minder terugkrijgt dan u hebt geïnvesteerd. Uw kapitaal is daarom altijd in gevaar. In het verleden behaalde resultaten bieden geen garantie voor de toekomst. Als u belegt in andere valuta’s dan uw eigen valuta, zullen valutaschommelingen betekenen dat de waarde van uw belegging onafhankelijk van de onderliggende waarde zal bewegen. De fiscale behandeling is afhankelijk van individuele omstandigheden en is gebaseerd op de huidige belastingwetgeving in het Verenigd Koninkrijk, die op elk moment kan worden gewijzigd.

Frequently Asked Questions

What is financial planning?

Financial planning involves correctly managing finances, investments and savings for future goals. These goals could involve your retirement, providing for your children or making a large purchase.

A multi-specialist approach for the richest outcomes

Met Progeny’s unieke multi-expertbenadering die financiële planning, fiscaal, juridisch en vermogensbeheeradvies samenbrengt, kunnen we u het meest uitgebreide beeld van uw financiële situatie bieden.

Daarom werken onze financiële planners nauw samen met onze belasting-, juridische en estate planningsexperts, om cliënten een naadloze en werkelijk holistische service te bieden.

Of u nu op weg bent naar uw pensioen, uw financiële verplichtingen wilt verminderen of ervoor wilt zorgen dat uw vermogen beschermd is voor als u er niet meer bent, wij zijn beschikbaar wanneer u ondersteuning nodig hebt.

Wettelijk Vermogensbeheer Belasting