The Progeny Group
The Progeny Group is a Leeds-headquartered, privately-held multi-disciplinary professional services firm offering integrated financial planning, tax, legal and asset management services to high net worth individuals, families, business owners, expatriates and pre-retirees across 17 UK offices.
- Company typePrivate
- Founded2014
- HeadquartersLeeds, United Kingdom
- Headcount101–250
- GTM typeB2C
- OfferingServices
What The Progeny Group does
The Progeny Group is a Leeds-headquartered, privately-held multi-disciplinary professional services firm founded in 2014 that delivers integrated financial planning, tax, legal and asset management services to clients with complex financial needs. It operates four core service lines — Financial Planning, Tax, Private Legal Services and Asset Management — plus sub-services in corporate legal, HR and expat advice, supplemented by a proprietary Lifetime Cashflow Modelling tool that projects future financial scenarios and removes guesswork from savings rates, return assumptions and risk tolerance. The firm serves high net worth individuals and families (primary), business owners, expatriates and pre-retirees/retirees through 17 UK offices and, until the June 2026 announced sale of Progeny International, four international offices in Brussels, Dubai (DIFC), Singapore and Hong Kong, each with its own local regulatory licence (FCA, SRA, FSMA, DFSA, MAS, SFC, IA).
The business model is fee-based and recurring: financial planning and asset management generate subscription/recurring fees on client portfolios, while tax and legal services generate professional services fees. Pricing is bespoke and quote-based, not publicly disclosed. Distribution is direct and face-to-face via chartered financial planners across the office network, with marketing reach through content (Knowledge Hub), SEO, LinkedIn, email, PR-driven industry awards and a Summer School outreach programme. The group is structured around The Progeny Group Limited as the UK parent holding FCA-regulated Progeny Wealth Limited (116460), FCA-regulated Progeny Asset Management Limited (740528) and SRA-regulated Progeny Law and Tax Limited (622288), alongside the international subsidiaries.
Growth has been driven by an active UK acquisition programme: Affinity (April 2021), Coll Perkins (May 2022), Fiscal Engineers (August 2023, taking AUM to £8bn) and Chartered Wealth Management (January 2024, taking AUM to £9bn). The June 2026 sale of the international arm to Titan Wealth — adding approximately £900m of assets under advice and 13 financial advisers to the buyer — is a deliberate simplification to concentrate capital and management on the UK core, with FY2025 results having already reported strong growth in revenue, EBITDA and AUM. Progeny holds recognitions including FT Top 100 Financial Advisers, PFS Chartered Financial Planning Firm of the Year 2025/26, MoneyAge Multi Asset Manager of the Year 2024, Women in Finance Charter signatory and Yorkshire Financial Awards Employer of the Year 2024.
The Progeny Group firmographics
Firmographics- Name
- The Progeny Group
- Legal name
- The Progeny Group Limited
- Website
- https://theprogenygroup.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- The Progeny Group is a Leeds-headquartered, privately-held multi-disciplinary professional services firm offering integrated financial planning, tax, legal and asset management services to high net worth individuals, families, business owners, expatriates and pre-retirees across 17 UK offices.
- Ownership category
- akta.pro rank
The Progeny Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Business & Succession Advisory (FSAAADAL), Estate & Probate Administration Services (FSAEAKAD), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Estate Administration & Probate Services (FSAAANAE)
Keywords
Where The Progeny Group is headquartered
LocationHeadquarters
- HQ city
- Leeds
- HQ country
- United Kingdom
- HQ region
- Europe
Offices21 records
Markets served
The Progeny Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Planning & Wealth Management Fees: Recurring fees from ongoing financial planning and wealth management advisory services provided to high net worth individuals and families.
- Asset Management: Investment management fees from managing client portfolios across various asset classes and geographies.
- Legal Services: Legal advisory fees for private client legal work including estate planning, trusts, wills, probate, and court of protection matters.
- Tax Services: Tax compliance and advisory fees including tax returns, inheritance tax planning, capital gains tax planning, and tax structuring for family companies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Other | Bespoke advisory services with tailored pricing |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels6 records
The Progeny Group product offering
Product offeringCore offering
The Progeny Group is a multi-disciplinary professional services firm that provides integrated independent financial planning, tax, private legal, and asset management advisory services to high net worth individuals, families, business owners, and expatriates. The firm delivers holistic advice through a network of chartered financial planners, tax specialists, and lawyers working together under a 'Connected Financial Thinking' model, supported by a proprietary Lifetime Cashflow Modelling tool.
Product overview
Progeny is a multi-disciplinary professional services firm offering a connected approach to financial advice across four core service areas: Financial Planning, Tax Services, Private Legal Services, and Asset Management. The firm provides a comprehensive suite of integrated services including private wealth management, corporate legal services, HR services, and expat services. The unique value proposition is the combination of these services under one roof, allowing clients to receive holistic advice from financial planners, tax experts, and lawyers working together. The firm also operates career development programmes including the Planner Academy (a one-year training pathway for aspiring financial planners) and Summer School (an outreach programme for students).
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive independent financial planning services covering retirement planning, wealth succession, investment services, mortgage advice, personal and family protection, and expat pension advice for high net worth individuals, families, business owners, and expats.
- Tax Services Complete range of tax services including capital gains tax planning, inheritance tax planning, tax returns, tax structuring for family companies, expat tax advice, and moving or leaving the UK services.
- Private Legal Services Expert private client legal services including estate planning, elderly client court of protection, probate and executor services, trusts, will writing, conveyancing, and family office services delivered by SRA-regulated lawyers.
- Asset Management Intelligent and innovative investment management solutions covering all major asset classes across all regions of the world, with a quantitative investment management process focused on balancing risk, reward and cost, FCA-regulated under reference 740528.
- Private Wealth Bespoke investment management and family investment company services for high net worth individuals, including gilt services, sitting within the broader asset management and financial planning offering.
- Corporate Legal Services Business-focused legal services including club legal, commercial contracts, HR and employment law, commercial real estate, settlement agreements, and corporate tax planning for owner-managed businesses and corporates.
- HR Services Human resources consultancy and management development training services supporting business owner clients with workforce and people management needs.
- Expat Services Specialised services for British expatriates living abroad, including financial planning, pension advice, and tax advice for those managing cross-border financial positions.
Quantifiable outcome
- £9bn assets under management
- +1 more outcomes
Companies that use The Progeny Group
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
The Progeny Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature1 record
The Progeny Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Titan WealthmajorProgeny Group agreed to sell its international business arm, Progeny International, to Titan Wealth. The deal includes operations in Hong Kong, Singapore, Dubai, and Belgium and will add approximately £900m of assets under advice to Titan Wealth's international business, with 13 financial advisers joining the group. The divestment reflects Progeny's strategic focus on simplifying its business and concentrating investment on its core UK market.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
The Progeny Group competitors and assessment
Company assessmentDirect peers
- Evelyn Partners: UK multi-disciplinary wealth management, tax, and advisory firm (formerly Tilney Smith & Dawson). Closest comparable to Progeny given its integrated wealth + tax + legal service model and HNW client focus.
- Rathbones Group: UK-listed wealth manager providing discretionary investment management and financial planning to HNW individuals, charities, and trusts. Comparable in HNW focus, AUM scale (£100bn+), and UK advisory model.
- Killik & Co: Independent London-based wealth manager focused on HNW individuals, family trusts, and bespoke financial planning. Comparable in service breadth, client type, and independently-owned model.
- LGT Wealth Management: UK wealth manager (formerly LGT Vestra) serving HNW clients with discretionary investment management, financial planning, and family-office services. Comparable in HNW focus and integrated advisory proposition.
- JM Finn: UK private investment management firm serving HNW individuals, family trusts, and charities. Comparable in HNW/client-segment focus and bespoke discretionary investment management.
Broad incumbents
- Quilter: UK-listed wealth manager with a platform and adviser channel serving advised HNW clients. Comparable in target segment and recurring fee revenue, but larger and more platform- versus advisory-led.
- St. James's Place: Largest UK wealth manager by adviser numbers and AUM (£150bn+). Competes directly with Progeny in HNW advice and financial planning, but at materially larger scale and a restricted-product model.
- Cazenove Capital (part of Schroders Wealth Management): UK wealth manager serving HNW clients, charities, and family offices. Comparable in HNW and family-office focus, though embedded within the broader Schroders platform.
- Arbuthnot Latham: UK private bank offering wealth planning, investment management, and banking to HNW individuals and families. Comparable in HNW segment and integrated wealth/banking service model.
Regional players
- Weatherbys Private Bank: UK private bank providing wealth planning, investment management, and banking to HNW individuals, often with rural and equestrian-affluent segments. Comparable in HNW advisory and family-wealth focus, though smaller in AUM.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
The Progeny Group social profiles
Digital presenceThe Progeny Group compliance and trust
Trust signalCompliance5 records
The Progeny Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Progeny Group leadership team
Management profileNumber of profiles
Profiles7 records
The Progeny Group subsidiaries and ownership
Company hierarchySubsidiaries10 records
The Progeny Group funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Progeny Group M&A and investment
M&A and investmentM&A4 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Progeny Group
What does The Progeny Group do?
The Progeny Group is a multi-disciplinary professional services firm that provides integrated independent financial planning, tax, private legal, and asset management advisory services to high net worth individuals, families, business owners, and expatriates. The firm delivers holistic advice through a network of chartered financial planners, tax specialists, and lawyers working together under a 'Connected Financial Thinking' model, supported by a proprietary Lifetime Cashflow Modelling tool.
Is The Progeny Group a public or private company?
The Progeny Group is a private company. It is classified as unknown and is currently operating.
When was The Progeny Group founded?
The Progeny Group was founded in 2014. It employs 101 to 250 people.
Where is The Progeny Group based?
The Progeny Group is headquartered in Leeds, United Kingdom, in the Europe region.
How does The Progeny Group make money?
Four revenue lines are on record. Financial Planning & Wealth Management Fees are the primary driver. The others are asset Management, legal Services and tax Services.
Who are The Progeny Group's main competitors?
Direct peers on record are Evelyn Partners, Rathbones Group, Killik & Co, LGT Wealth Management and JM Finn. Broad incumbents are Quilter, St. James's Place, Cazenove Capital (part of Schroders Wealth Management) and Arbuthnot Latham. Weatherbys Private Bank is listed as a regional player.
Does The Progeny Group have an API?
No public API is recorded for The Progeny Group.
What industry is The Progeny Group in?
The Progeny Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAADAL, Family Business & Succession Advisory. Its NAICS code is 525 and its SIC code is 6282.