Progeny is a globally recognized professional services firm specializing in connected financial thinking for individuals and businesses with complex financial needs. As the first and only firm to integrate financial planning, legal, tax, and asset management expertise under one roof, it offers a seamless, multidisciplinary approach to wealth management and succession planning.
The firm’s award-winning team of chartered financial planners, lawyers, and tax advisors delivers tailored, independent advice focused on long-term client outcomes. With a strong ethical culture and commitment to professionalism, Progeny serves high-net-worth individuals, expatriates, business owners, and families seeking comprehensive, coordinated guidance across jurisdictions.
Services Offered
- Financial Planning
- Retirement Planning
- Wealth Succession
- Strategic Financial Planning
- Mortgage Advice
- Personal & Family Protection
- Investment Services
- Moving Abroad
- Women’s Wealth
- Expat Pension Advice
- Alternative Investments
- Philanthropy
- Tax Services
- Capital Gains Tax Planning
- Inheritance Tax Planning
- Tax Returns
- Tax Structuring for Family Companies
- Expat Tax Advice
- Moving or Leaving the UK
- Private Legal Services
- Estate Planning
- Elderly Client Court of Protection
- Probate & Executor Services
- Family Office Services
- Trusts
- Will Writing
- Conveyancing
- Corporate Legal Services
- Business Angel Investments
- Business Exiting
- Club Legal
- Commercial Contracts
- Equity Investment
- HR & Employment Law
- Management Incentive Schemes
- Private Equity Investment
- Commercial Real Estate Investment and Development
- Restructuring
- Settlement Agreements
- Start Ups
- HR Services
- Asset Management
- Private Wealth
- Bespoke Investment Management
- Family Investment Companies
- Gilt Service
- Professional Investor Services
- Fees and Custody
- Governance Benchmarking
- Risk Profiling
- Wrappers
Progeny operates internationally with offices across the UK, Belgium, Hong Kong, Singapore, and Dubai, providing expert support in multiple languages to a global clientele. The firm has been recognized as Chartered Financial Planning Firm of the Year and maintains a strong focus on regulatory compliance and client-centered service.
