Home The Power Of Financial Advice
Expert financial advice that aims to help you make confident decisions and feel supported at every stage of your life.
The real value of financial advice goes far beyond numbers. It’s the peace of mind that comes from knowing where you stand.
With a clear understanding of your financial picture, you can move forward with purpose choosing what’s right for you and your future. And you don’t have to do it alone.
Working with a professional financial adviser who genuinely takes the time to understand your needs means you have someone in your corner, offering guidance and reassurance every step of the way.
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Every financial journey is personal, and financial planning is never static. Your circumstances, economic environment, health, savings, investments, lifestyle and goals will evolve over time – and your financial plan should evolve too. We help you build a long-term strategy that provides clarity, structure, contingency and direction. Regular reviews help ensure your plan remains aligned with your needs as life goes on.
01
Time saving
Managing your financial affairs takes time and focus. Our advisers help remove complexity and provide clear steps that help you stay organised. This can save you time and allow you to concentrate on the parts of life that matter most.
02
Gain confidence
A well‑structured financial plan helps you feel more in control of your decisions. We explain your options in clear, straightforward language and support you as you choose the right path. This builds confidence and helps you make decisions that support your long‑term future.
03
Feel supported
Life can change quickly. When it does, it helps to know that contingency plans are in place and that you have a professional adviser who understands your world. We listen, guide and support you with calm, clear advice. Our service is regulated by the Financial Conduct Authority for added reassurance.
Our advisers take time to understand your full financial picture. We look at your you, your values, family, ambitions, income, savings and investments. With this insight, we help create a robust plan that supports the life you want to lead.
By combining planning, legal and tax expertise, we can provide connected advice from a single trusted team.
At Progeny, we design financial plans that aim to provide stability and confidence. Whether you are preparing for retirement, planning a major life change or looking to grow your wealth, our advice is designed to help you feel secure and supported at every stage.
Your plan reflects your goals and is built by professionals who work with care and integrity.
Whether you’re planning ahead or facing a key decision, our financial advisers are here to support you with clarity and confidence. Get in touch to explore how joined‑up financial advice, tailored to your circumstances, can help you move forward.
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John Francis
Managing Director
Mark Easter
Financial Planner
Martin Jarvis
Andrew Pereira
Regional Director
Andrew Clarke
Alex Shaw
Associate Director, Wealth
Simon Wallis-Taylor
Financial Planning Technician
Tony Robinson
Chartered Financial Planner
Kevin Bunting
Senior Financial Planner
Shona Barr
Associate Director | Certified Financial Planner
Matthew Daniels
Stuart Lyall
Hazel Manlove
Liam Sheils
Elizabeth Bradshaw
Head of Relationship Development
Chris Shelton
Jon Page
Matt Gunn
Steven Hall
Chris Henry
James Dennis
Technical Team Leader
Joshua Castle
James Honeyman
Emily Marland
Dominic Lobo
Alex Cork
Mark Ormston
Will Abbott
Katherine Radford
Technical Team Lead
Frazer Edwards
Investment Governance Manager
Nicola Tait
Rachael McPherson
Jonathan Ferris
Nick Lambert
Tom Parkes
Wilfred Smith
Sam Holmes
Nick Onslow
Matthew Liver
Darren Hewitt
Dominic Chisholm-El Saad
Ian Ellis
Karen Harris
Please Note
The value of investments can go down as well as up and you may get back less than you originally invested.
The information on this page is for guidance only and does not constitute personal financial advice. Advice will be provided once we have assessed your individual circumstances.
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