Progeny shifts investment focus towards ESG

Expanding Financial Planning firm Progeny has pledged to place ESG at the heart of its business and will aim ensure that all its investment managers undertake ESG qualifications.

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Planners need to engage better with younger clients - Progeny

Financial Planners need to work together in order to engage the next generation of clients as soon-to-be inheritors, according to expanding Financial Planning firm Progeny.

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Revenues rise at Progeny as firm hunts for acquisitions

Revenues at expanding Financial Planning firm Progeny have risen £1.2m (17%) year on year for the first half of 2021 as the firm announced it is looking for more acquisitions.

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Financial Planner launches own women’s network

Expanding Financial Planning firm Progeny has launched a Women in Professional Services Forum to build a community of female spokespeople and leaders within the firm.

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