Strategic Financial Planning
Strategic financial planning involves creating personalised financial strategies to help individuals or businesses reach their long-term financial goals and this is at the heart of everything we do at Progeny.
Creating Personalised Financial Strategies
Financial planning and planning for retirement is an ongoing strategic process that requires careful analysis, personalised advice, and regular updates to adapt to changing circumstances and help you work towards your short and long term financial goals.
Our highly experienced financial planners will work closely with you to understand every aspect of your financial situation, in conjunction with your specific objectives, needs, attitude to risk and lifestyle. Using this information, we will formulate a tailored, strategic financial plan that is designed to give you clarity and direction for your financial journey.
At Progeny we create bespoke solutions to bring order to your affairs, allowing you to achieve financial freedom. We will take you through a disciplined process to help you structure your wealth to match your aspirations, goals and attitude to risk.
With 18 offices across the UK, our extensive network of experts ensures that we are accessible and available to your needs wherever you are.
Our team of planners have been celebrated with accolades from awarding bodies such as FT Adviser, Citywire, Yorkshire Financial Awards and many more.
Our strategic financial advice
Our decades of experience, working with both UK and international clients, means that we have navigated a wide variety of complex requirements, with the aim of helping people achieve their financial goals.
01
Discovery
We always begin with a full analysis of your circumstances, needs and existing assets. Once we fully understand your circumstances and goals, we begin by assessing your emotional tolerance to risk. This helps us narrow down suitable strategies for you.
02
Analysis
Assessing your current situation: Here we conduct 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.
03
Structure
Planning ahead: We will carry out in-depth research and analysis to create a robust and thorough Financial Plan
04
Stewardship
Proper financial planning is not a one-off event. It is a dynamic and evolving process to ensure that you meet your goals and aspirations. Plans will have to adapt to changing conditions for this reason generally people need ongoing advice, counselling and support.
Frequently Asked Questions
Work with a financial planning professional to define clear, specific, and measurable goals. Break them into short-term, medium-term, and long-term objectives. Create a plan with actionable steps and track your progress regularly. Adjust your strategy as needed to stay on course.
Start as early as possible to take advantage of compound interest. Even small contributions made consistently over time can grow significantly. By working with a financial planning expert, you can understand what you can realistically save per month and annually to help towards retirement.
Formulating plans for investing surplus funds to generate additional revenue. This could involve investments in stocks, bonds and other assets.
Strategic financial planning encompasses evaluating, planning, and adjusting plans to keep financial goals on track to meet long-term goals.
Please note
This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.
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