Richard Gillham: Why planners need to talk about philanthropy

Below I share four reasons why I believe Financial Planners should be focusing more on client philanthropy and the benefits it can bring, writes Progeny Financial Planner Richard Gilham.


Progeny adds CFO as firm plans to boost growth

Financial Planner and professional services firm Progeny has appointed Tom Wood as its new chief financial officer as the firm looks for options to speed up growth.


Progeny acquires HNW-focused Chartered Planner firm

Financial Planner and professional services firm Progeny has acquired HNW-focused Chartered financial advice firm Chartered Wealth Management, pushing Progeny’s assets under management to £9bn.


Progeny acquires 4-office Scottish Chartered Planner firm

Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.

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