Progeny acquires 12-staff Yorkshire Planning firm

Acquisitive Financial Planning firm Progeny has acquired Yorkshire-based Financial Planning firm JM Glendinning Financial Services.

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Profession must heed message of COP26 say Planners

The advice profession must heed the messages coming from the COP26 conference on climate change, say a number of leading Financial Planners.

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US private equity firm is new owner of Progeny

US-based private equity firm Further Global Capital Management is to acquire a majority stake in expanding Financial Planner Progeny for an undisclosed sum, a move which may accelerate Progeny's expansion. 

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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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