Chartered Wealth Management

What Chartered Wealth Management does

Chartered Wealth Management operates as part of The Progeny Group Limited, a UK-headquartered private group providing integrated financial planning, tax, legal, and asset management services to high-net-worth individuals, families, business owners, and expatriates. The firm delivers its advice through a 'Connected Financial Thinking' model in which chartered financial planners, lawyers, tax specialists, and asset managers collaborate on shared client plans, covering retirement planning, inheritance and capital gains tax, estate planning, trusts, wills, probate, and corporate legal and HR services. Underlying technology is limited and largely vendor-supplied: the Client Portal is built on MoneyInfo, and no proprietary platform or AI capability is disclosed.

The business model is dual-revenue: professional services fees for financial planning, tax, and legal advice, paired with recurring asset management fees on private wealth mandates. Distribution is direct-advisory, delivered face-to-face or virtually through 21 office locations spanning 17 UK cities plus Brussels, Dubai (DIFC), Singapore, and Hong Kong. Pricing is quote-based and not publicly disclosed. The group is wholly privately held with no external institutional investment disclosed, structured around four operating subsidiaries: Progeny Wealth Limited (FCA-regulated), Progeny Asset Management Limited (FCA-regulated), Progeny Law and Tax Limited (SRA-regulated), and Progeny (DIFC) Limited. Recent industry recognition includes Chartered Financial Planning Firm of the Year at the PFS Awards 2025/26 and the Financial Times Top 100 Financial Advisers list.

Name

Chartered Wealth Management

Legal name

The Progeny Group Limited

Website

https://charteredwealthmanagement.co.uk

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Chartered Wealth Management, part of The Progeny Group Limited, is a UK-headquartered chartered financial planning firm delivering integrated financial planning, tax, legal, and asset management services to high-net-worth individuals, families, business owners, and expatriates across 21 offices in the UK, Belgium, Dubai, Singapore, and Hong Kong.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Business Owner & Executive Financial Planning (FSAEAAAO), Tax-Aware Retirement & Estate Coordination (FSAEABAJ)

Keywords

• Financial planning services
• Wealth management advice
• Retirement planning
• Tax planning advice
• Asset management

Headquarters

HQ city

Manchester

HQ country

United Kingdom

HQ region

Europe

Offices21 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory and Planning Fees: Fees for financial planning services including retirement planning, wealth management, and investment advisory services. Services are provided on a consultation basis with personalized financial plans.
2. Asset Management: Asset management services for private wealth clients, including investment management and portfolio services with associated management fees.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Chartered Wealth Management, operating as part of the Progeny Group, provides integrated financial planning, wealth management, tax advisory, legal, and asset management services to high-net-worth individuals and families. The firm delivers personalised advice through its 'Connected Financial Thinking' approach, combining financial planners, lawyers, tax specialists, and asset managers to build comprehensive financial plans across retirement, estate, investment, and cross-border needs.

Product overview

Chartered Wealth Management operates as part of the Progeny Group, a multi-service financial advisory firm offering integrated financial planning, tax, legal, asset management, and wealth management services. The company provides a unified 'Connected Financial Thinking' approach where financial planners work alongside expert lawyers, tax specialists, and asset managers on shared financial plans. Core service lines include Financial Planning, Tax Advice, Private Legal Services, Corporate Legal Services, Asset Management, Private Wealth, HR Services, and Expat Services. Additional offerings include career development programs (Planner Academy, Summer School) and a Client Portal for digital access. The firm operates across multiple UK locations as well as international offices in Belgium, Dubai, Singapore, and Hong Kong.

Differentiator

Problem solved

Functional benefit

Brands

• Connected Financial Thinking: The firm's integrated financial planning approach that brings together financial planners, lawyers, tax specialists and asset managers.

Products and services

• Financial Planning Comprehensive financial planning service for individuals and families covering financial advice, retirement planning, cashflow modelling, family protection, mortgage advice, wealth management, moving abroad, and women's wealth services.
• Tax Advice Tax planning services covering inheritance tax planning, capital gains tax planning, tax returns, tax structuring for family companies, expat tax advice, and relocation tax guidance.
• Private Legal Services Private legal services for individuals and families including estate planning, elderly client court of protection, probate and executor services, family office services, trusts, will writing, and conveyancing.
• Corporate Legal Services Business legal services including club legal, commercial real estate, corporate tax planning, HR and employment law, private equity investment, refinancing, restructuring, and settlement agreements.
• Asset Management Asset management services including private wealth management and professional investor services with governance, benchmarking, risk profiling, and wrappers.
• Private Wealth Wealth management services for high-net-worth individuals and families, providing integrated advice on structuring, protecting, and growing wealth.
• HR Services Human resources services for corporate clients covering employment-related advisory needs.
• Expat Services Specialist services for expatriates including financial planning and tax advice for individuals moving abroad or managing cross-border finances.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Women in Finance CharterminorStrategic or Co-development PartnerSignatory to the Women in Finance Charter, demonstrating commitment to gender diversity across the financial services industry. The charter requires firms to have gender balance targets for senior management.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Brown Shipley: UK private bank and wealth manager providing investment management, financial planning and lending to HNW individuals and entrepreneurs. Comparable HNW/private client proposition.
• Rathbones Group: Listed UK wealth manager providing investment management and financial planning to HNW individuals and families. Comparable HNW client base and discretionary/advisory portfolio offering.
• Killik & Co: Independent UK wealth manager offering financial planning, investment management and tax-efficient investing to HNW individuals. Comparable integrated advisory and HNW focus.
• Evelyn Partners: UK-based integrated wealth management, tax and advisory firm serving private clients and businesses. Closest direct peer given the overlap of financial planning, tax, legal and investment services under one roof.
• Charles Stanley: UK wealth manager offering financial planning, investment management and advisory services to private clients. Similar multi-office UK footprint and HNW/mid-market targeting.
• Quilter: UK wealth manager with a national adviser network providing financial planning and investment solutions. Comparable proposition for HNW and mass-affluent UK clients.

Broad incumbents

• Coutts: UK private bank serving HNW/UHNW clients with banking, wealth and advisory services. Comparable HNW client segment but as part of a broader NatWest Group banking franchise.
• Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager (now within RBC) offering discretionary investment management and financial advice to HNW individuals and charities. Comparable HNW proposition under a larger institutional umbrella.
• Schroders Wealth Management (Cazenove): Global asset manager's UK private wealth division providing investment management and financial planning to HNW clients. Comparable investment-led proposition at larger scale.
• St. James's Place: UK's largest wealth manager with a national adviser network. A much larger incumbent offering financial planning and investment management to a broader client base than Progeny's HNW focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/CharteredWM

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

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 Chartered Wealth Management