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Progeny appoints CTO to drive technology use across business

Expanding Financial Planner Progeny has appointed a chief technology officer to drive the adoption of technology across the Financial Planning business.


Financial Planner acquires HR consultancy

Financial Planning and asset management firm Progeny has acquired Halo HR’s Burnely-based HR consultancy.


Financial Planner boosts assets to £1bn with Evolve FP buy

Leeds-based Progeny Group, which combines Financial Planning, legal and asset management services, has acquired Evolve Financial Planning.


Leeds wealth manager buys Salisbury Financial Planning firm

Wealth management and legal services group Progeny, which is based in Leeds and has a London office, has acquired Chestergate Financial Planning which has offices in Salisbury and London and is run by a Chartered and Certified Financial Planner.

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