Strategic financial planning Services

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.

Attractive,Fashionable,Gray,Businessman,With,Beard,In,Stylish,Dark,Business

SEEKING EXPERT RETIREMENT PLANNING ADVICE?

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.

Speak to an expert today

Get in touch to discuss your situations

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.

Financial planning guides

Gradient green_purple
Article
A formula for investment success
When pursuing investment success, combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can incr…
When pursuing investment success, combining an enduring investment philosophy with a simple formula that helps maintain investment discipline can incr…
Read more
Background purple:green
Article
A long-term disciplined investment approach
Investment fads are nothing new, but a long-term disciplined investment approach is proven to be successful. When selecting strategies for their portf…
Investment fads are nothing new, but a long-term disciplined investment approach is proven to be successful. When selecting strategies for their portf…
Read more

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.

Start your personalised journey

Ready to enrich your future?

It all starts with the right advice…

To help you tomorrow, we can help you today

Select the services you’re interested in

Sorry, we couldn’t find any matching services for your search term. Please try again.

Thank you, {{ firstname }}

Please wait whilst we personalise the experience for you.

Latest Insights

Knowledge Hub
24_11_Digital_AutumnBudget_WebinarUK_banner
Financial planning
Webinar: UK Autumn Budget Overview
Pick up where you left off You’ve read this article
Claire-Spinks-scaled
By Claire Spinks
11th November 2024
October 2024
Investing
Market insight | October 2024
Pick up where you left off You’ve read this article
Craig-Melling
By Craig Melling
13th November 2024
NB – 1920 – US election on UK inv article
Investing
US election result – what does this mean for markets? 
Pick up where you left off You’ve read this article
Charlie-Buxton-5-scaled
By Charlie Buxton
12th November 2024
NB – 1920 – Autumn Budget Impact
News
How the UK Autumn Budget may impact your financial planning
Pick up where you left off You’ve read this article
james-batchelor-3
By James Batchelor
11th November 2024
NB – 1920 – IHT and Trusts
Tax and estate planning
The relationship between inheritance tax planning & trusts
Pick up where you left off You’ve read this article
TPP_JC_2404_000117V2
By Tom Parkes
7th November 2024
Autumn Budget no text
Financial planning
Autumn Budget 2024 – what the changes mean for you
Pick up where you left off You’ve read this article
Claire-Spinks-scaled
By Claire Spinks
1st November 2024

Speak to the team

"*" indicates required fields

Do your investable assets exceed £500,000?
Untitled
This field is for validation purposes and should be left unchanged.

Search