The Fry Group

What The Fry Group does

The Fry Group is a UK-headquartered financial advisory firm founded in 1898, offering an integrated suite of services spanning financial planning, tax advice, private and corporate legal services, asset management, HR consultancy, and expat-focused advice. The firm is one of the UK's largest Chartered financial planning firms, serving high net worth individuals and families (primary), business owners, and expatriates, and was named Chartered Financial Planning Firm of the Year at the PFS Awards 2025 and listed among the Financial Times Top 100 Financial Advisers. Operations are delivered through 20 office locations: 16 across the UK (including London, Edinburgh, Manchester, Leeds, Cambridge and others) and four international offices in Brussels, Dubai, Singapore and Hong Kong to support cross-border client needs.

The firm's core technology is the Connected Financial Thinking Platform, an integrated advisory system that links cashflow modelling, client portal functionality, and multi-disciplinary service delivery across financial planning, tax, property, HR, investment management and legal services. The platform supports the firm's central proposition of joined-up advice rather than fragmented point solutions, enabling clients to access financial planners, lawyers, tax specialists and asset managers through a single relationship. The firm is FCA-regulated (Progeny Wealth Limited, ref 116460; Progeny Asset Management Limited, ref 740528) and SRA-authorised, with headcount of 101-250 employees.

Revenue is generated through a mix of fee-based financial planning and advisory services for individuals and families, alongside asset-based or fee-for-service wealth management on managed client assets. Pricing is bespoke and quote-based on annual billing cadence, reflecting the personalised nature of HNW advisory work. The firm operates a direct, sales-led go-to-market model via its regional office network, with client acquisition driven by referrals, thought leadership content, and initial consultations. In 2025/26, The Fry Group was acquired by Progeny (The Progeny Group Limited), consolidating it into the UK's integrated multi-disciplinary financial services platform.

Name

The Fry Group

Website

https://thefrygroup.co.uk

Company type

Private

Founded year

1898

Operating status

Acquired

Headcount range

101–250 employees

Short description

The Fry Group is a UK Chartered financial advisory firm serving high net worth individuals, business owners and expatriates with integrated financial planning, tax, legal, asset management and HR services across 20 offices in the UK, Brussels, Dubai, Singapore and Hong Kong.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Business Owner & Executive Financial Planning (FSAEAAAO), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Financial planning services
• Wealth management advisory
• Tax advisory services
• Estate planning services
• Investment management services

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices20 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Advisory Fees: Fee-based financial planning and advisory services to individuals and families
2. Wealth Management: Investment management and wealth management services, typically asset-based or fee-for-service

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

The Fry Group provides integrated financial advisory services combining independent financial planning, investment management, tax, legal, and HR services for high net worth individuals, families, business owners, and expatriates. The firm delivers bespoke advice through a Connected Financial Thinking model where financial planners, lawyers, tax specialists, and asset managers collaborate on shared client goals, supported by cashflow modelling and a client portal.

Product overview

The Fry Group (now part of Progeny) offers a unified multi-disciplinary financial services platform bringing together independent financial planning, investment management, tax, property, HR, and legal services. The core offering is organized around interconnected service lines: Financial Planning, Tax Advice, Private Legal Services, Corporate Legal Services, Asset Management, HR Services, and Expat Services. The company operates on a Connected Financial Thinking model where financial planners work alongside expert lawyers, tax specialists, and asset managers to deliver integrated advice. Services are available across multiple regions including the UK, Belgium, Dubai, Singapore, and Hong Kong.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• ProgenyintegrationOthersThe Fry Group team has joined Progeny, becoming part of the UK's only firm bringing together independent financial planning, investment management, tax, property, HR and legal services in one place.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Blevins Franks: Specialist in expatriate financial planning, tax and wealth management for UK expats in Europe and beyond — directly comparable to Fry's expat and international investment management offering.
• Brewin Dolphin (now RBC Brewin Dolphin): UK wealth manager providing investment management and financial planning to HNW individuals, charities, and intermediaries — directly comparable in target market and service mix.
• Rathbones Group: UK-listed wealth manager serving HNW individuals, families, and charities with investment management and financial planning services, overlapping significantly with Fry's core offering.
• Evelyn Partners: UK-based integrated professional services firm offering wealth management, tax, legal and financial planning — a near-direct competitor to Fry's multi-disciplinary 'Connected Financial Thinking' model.
• Killik & Co: London-headquartered private client investment and financial planning firm serving HNW individuals and families, with comparable bespoke advisory service model.
• Charles Stanley: UK wealth manager providing investment management, financial planning and advisory services to private clients — directly comparable in HNW focus and multi-office UK distribution.
• St. James's Place: UK's largest wealth manager focused on HNW and mass-affluent clients through an adviser network; directly comparable to The Fry Group's HNW financial planning and wealth management proposition.
• Quilter: UK wealth manager with a national adviser footprint offering financial planning, investment management and platform services to HNW and mass-affluent clients.
• Hoxton Capital Management: UK-based expat-focused financial advisory firm with international offices, overlapping directly with Fry's expat services and cross-border planning capabilities.
• Tilney Smith & Williamson: UK wealth and professional services firm combining investment management, tax, and financial planning — comparable integrated proposition to Fry's advisory platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/The_Fry_Group

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Fry Group