Progeny

Progeny is an independent financial planning, investment management, tax services, property, HR and legal counsel firm operating in the UK, Hong Kong, and Singapore. They describe their approach as 'Connected Financial Thinking', combining guidance from financial planners, corporate lawyers, private solicitors, and tax specialists to provide holistic support for individuals with investable assets of £400,000 or more, professionals, business owners, and family offices.

The firm was registered in England and Wales with company number 09276612 and operates under The Progeny Group Limited, which is authorised and regulated by the Financial Conduct Authority under reference number 116460. Their registered office is located at 1A Tower Square, Wellington Street, Leeds, England, LS1 4DL.

Progeny Wealth Limited was named Chartered Financial Planning Firm of the Year at the PFS Awards 2025/26, an award recognising professionalism, ethical culture, and a commitment to putting clients first. The firm also highlights its team of Chartered Financial Planners, Corporate Lawyers, Private Solicitors, and Tax Specialists as key features of their service delivery.

Clients can start their journey by arranging a consultation, either by calling the business phone number +443442250660 or filling out a contact form on their website. The onboarding process is designed to establish trust and clarity, beginning with a conversation that explores the client's goals, priorities, and concerns before shaping a financial plan.

The firm's website states they have over 40 years of experience and aim to deliver sophisticated solutions for people with complex financial needs. They describe their service as a professional partnership that evolves as life and priorities change, helping clients structure, protect, and grow their wealth through a clear plan.

Progeny offers a range of services including Financial Planning, Corporate Legal Services, HR Services, Private legal services, Tax Services, Asset Management, and Expat Services. They specifically mention helping with Self Assessment, investments, property income, and trusts, often liaising directly with investment managers and other professional advisers.

The firm's website mentions that their tax specialists can help identify relevant tax reliefs and planning opportunities, ensuring the tax position supports wider financial goals. They also note that their onboarding process focuses on establishing trust, clarity, and confidence from the first conversation.

Reviewers on Trustburn frequently praise Progeny for their professionalism, expertise, friendly and knowledgeable staff, and quick and efficient service. Many reviews highlight the user-friendly nature of their website and the ability of the team to provide clear, connected advice.

Some reviewers on Trustburn mention that the staff goes above and beyond to ensure customer satisfaction and that the company provides excellent services tailored to individual circumstances. Others note that the website provides all the necessary information and is easy to navigate.

The firm states they work with individuals who have investable assets of £400,000 or more, as well as professionals and business owners seeking clarity and proactive guidance. They also mention serving people with complex financial needs across the UK, Hong Kong, and Singapore.

The firm's website mentions that their financial planners are supported by a team of expert lawyers, tax specialists, and asset managers who work together on a shared goal. This combined approach is highlighted as a key feature of their service delivery.

The firm's website mentions that their tax specialists can help with capital gains tax, pension contributions, and gift aid donations, among other tax-related matters. They also note that their service is tailored to life's changing circumstances.

On Trustburn, Progeny has a rating of 4.1 out of 5 based on 11 reviews.