London
Joined October 2011
We’re delighted to announce that Progeny has won the President's Award at this afternoon's @pfsconf Personal Finance Society Awards 2024/25. This is presented to a firm who has made an outstanding contribution to the PFS and demonstrated high professional standards.
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We’re delighted to announce that Progeny is a finalist for Chartered Financial Planning Firm of the Year at the @pfsconf Awards 2024/25. We are proud to be one of the firms in the country shortlisted by our industry professional body.
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The judges are delighted to crown Progeny Adviser Academy, the Best Financial Adviser Academy award for 2024 – well done! @theprogenygroup 🎉 Thanks to Future Financial Adviser for supporting this category @AdviserFuture #MMAwards24
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We’re delighted to be awarded Best Financial Adviser #Academy at last night’s @_moneymarketing Awards. Now in its fifth year, our Academy has been recognised for excelling in bringing new blood into the profession, a testament to the hard work and commitment of the Academy team.
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Can business owners afford not to take financial advice? In his latest article with @Profadviser, Luke Norman, Chartered Financial Planner, shares insight on the benefits of financial advice for #BusinessOwners: professionaladviser.com/opin…
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Are #trusts becoming more mainstream in #EstatePlanning? James Honeyman, Chartered Financial Planner comments on the rising popularity of trusts in a recent @pfsconf article: pfp.thepfs.org/2024/07/25/tr…
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We are thrilled to announce that Progeny is shortlisted in the Medium to Large Wealth Management Firm of the Year at the @MoneyAge_UK Awards, 2024. Returning for their 10th year, these awards celebrate the excellence, innovation and professionalism in finance.
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Why is professional advice so important for small business owners? James Batchelor, Chartered Financial Planner, outlines some of the benefits of engaging professional advisers throughout the lifecycle of a #SmallBusiness, in a feature in @FTAdviser - ftadviser.com/your-industry/…
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We are delighted to announce that for the third year running, Progeny has also won Employer of the Year at the @YorksFSAwards, 2024. Our people are at the heart of what we do and we're really proud to be recognised in this category once again. #EmployerOfTheYear #YFAwards
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Progeny Asset Management won the title of Multi-Asset Manager of the Year at the Wealth & #AssetManagement Awards 2024. This is fantastic recognition, with the judges noting the impressive breadth of investment solutions and performance consistently ahead of benchmarks.
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Congratulations to @NeilMoles, CEO, and Nick Astley, Investment Manager, who are both featured in the new @SpearsMagazine Wealth Managers Index 2024 as recommended advisers under the 'HNW Wealth Managers' subcategory. Find out more: spearswms.com/
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Are you ready to 'unretire'? Nick Lambert, Chartered Financial Planner, provides some useful pointers on what you may need to consider when returning to work after #retirement in his latest article with @TheYorksTimes: yorkshiretimes.co.uk/article…
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Building on employee climate change skills can help future proof your business. Seana Donnelly, Talent Manager at Progeny, writes for the @TheYorksTimes about how companies can grow their green talent: yorkshiretimes.co.uk/article… #GreenTalent #NetZero
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We are pleased to announce that Progeny has come in at number 11 in @FTAdviser's Top 100 Financial Advisers 2023. Based on industry data & market intelligence, the annual ranking of UK financial advice firms showcases the best advice firms in the country. ftadviser.com/your-industry/…
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Stewart Cape, Head of Corporate Development, discusses Progeny's business growth in @ICAEW's Corporate Financier article on M&A activity in the asset and wealth management sector. Read the full article here: icaew.com/technical/corporat…
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Progeny have launched a Working Parents and Carers Support Network. This will be a forum to advise on policy development and best practice, in recognition of the difficulties in balancing caring and workplace responsibilities. Read more in the @yorkstimes: yorkshiretimes.co.uk/article…
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