Progeny

What Progeny does

Progeny is a UK-headquartered multi-disciplinary financial advisory group operating through The Progeny Group Limited and four wholly-owned subsidiaries (Progeny Wealth Limited, Progeny Asset Management Limited, Progeny Law and Tax Limited, and Progeny (DIFC) Limited). The firm delivers an integrated suite of services spanning financial planning, tax advisory, private and corporate legal services, asset management, HR consultancy, and expatriate advisory under a proprietary "Connected Financial Thinking" positioning, with the core thesis being that financial, tax, legal, and investment advice should be coordinated through a single relationship rather than delivered in silos.

Progeny's offering is organised around eight core product lines: Financial Planning (including cashflow modelling, retirement planning, mortgage advice, family protection, women's wealth, and moving abroad services), Tax Advice (inheritance tax, capital gains tax, tax returns, family company structuring), Private Legal Services (estate planning, conveyancing, trusts, wills, probate, Court of Protection), Corporate Legal Services (commercial real estate, HR/employment law, restructuring, settlement agreements), Asset Management with a Private Wealth sub-line for HNW clients, HR Services, Expat Services, and a cashflow modelling tool. No proprietary technology platform is disclosed in the source material; Progeny operates as a traditional advisory practice whose primary intellectual capital is its Chartered Financial Planners and qualified professionals (CFA, CFP). The firm is regulated across multiple jurisdictions: Progeny Wealth (FCA ref. 116460), Progeny Asset Management (FCA ref. 740528), Progeny Law and Tax (SRA ref. 622288), and Progeny (DIFC) Limited under the Dubai Financial Services Authority framework.

Commercially, Progeny generates revenue through recurring advisory fees on financial planning, wealth management, tax, and legal engagements, with a consultative, relationship-driven go-to-market. Pricing is not publicly disclosed and is structured around bespoke arrangements tied to client circumstances and assets under management. The firm sells primarily to high-net-worth individuals and families (primary segment) and business owners/corporate clients (secondary segment), using a multi-step inquiry funnel and content-led marketing anchored on a Knowledge Hub. Distribution is delivered through 21 office locations spanning the UK, Belgium, Dubai (DIFC), Singapore, and Hong Kong, making this one of the larger UK-headquartered Chartered financial planning groups by geographic footprint.

Name

Progeny

Legal name

The Progeny Group Limited

Website

https://addidi.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

251–500 employees

Short description

Progeny is a UK-headquartered multi-disciplinary financial advisory group offering integrated financial planning, tax, legal, and asset management services to high-net-worth individuals, families, and business owners across 21 offices in the UK, Belgium, UAE, Singapore, and Hong Kong.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), 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 & Legacy Planning Advisory (FSAEAAAG), Estate & Probate Administration Services (FSAEAKAD), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Financial planning services
• Wealth management advisory
• Tax and legal advisory
• Asset management services
• Corporate legal services

Headquarters

HQ city

Leeds

HQ country

United Kingdom

HQ region

Europe

Offices21 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning and Advisory Fees: Revenue is generated through advisory fees for comprehensive financial planning services including retirement planning, wealth management, tax planning, and investment advice. Services are tailored to individual client needs with personalized engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Progeny is a UK-based integrated financial advisory group delivering financial planning, tax advice, private and corporate legal services, and asset management under a "Connected Financial Thinking" model. Services are delivered by FCA-authorised, SRA-authorised, and Chartered-qualified professionals across 21 offices in the UK, Belgium, Dubai, Singapore, and Hong Kong. The firm offers ongoing advisory relationships for high-net-worth individuals, families, and business owners seeking coordinated advice across financial, tax, legal, and investment domains through a single advisory relationship.

Product overview

Progeny is a unified financial services firm offering integrated financial planning, tax advice, legal services, and asset management under a 'Connected Financial Thinking' philosophy. The platform combines Financial Planning (including cashflow modelling, retirement planning, wealth management), Tax Advice (covering inheritance tax, capital gains tax, and family company structuring), Private Legal Services (estate planning, probate, trusts, will writing), Corporate Legal Services (commercial real estate, HR, restructuring), Asset Management (including Private Wealth for high-net-worth clients), HR Services, and Expat Services. The integrated approach enables Progeny to deliver coordinated advice across financial, legal, tax, and investment domains through a single advisory relationship.

Differentiator

Problem solved

Functional benefit

Brands

• Progeny Wealth: The wealth management and financial planning division of Progeny, named Chartered Financial Planning Firm of the Year at the PFS Awards 2025/26.

Products and services

• Financial Planning Core advisory service providing comprehensive financial guidance including financial advice, retirement planning, cashflow modelling, family protection, mortgage advice, wealth management, moving abroad services, and women's wealth services for individuals and families.
• Tax Advice Tax planning and advisory services covering inheritance tax planning, capital gains tax planning, tax returns, and tax structuring for family companies.
• Private Legal Services Legal advisory services for individuals including estate planning, conveyancing, trusts, will writing, probate and executor services, and elderly client court of protection.
• Corporate Legal Services Business legal services including club legal, commercial real estate, corporate tax planning, HR and employment law, HR services, private equity investment, refinancing, restructuring, and settlement agreements.
• Asset Management Investment management and asset allocation services including private wealth management, professional investor services, fees and custody, governance, benchmarking, risk profiling, and investment wrappers.
• Private Wealth Specialized wealth management services for high-net-worth individuals and families, offered as part of the asset management division.
• HR Services Human resources consultancy and outsourced HR services for corporate clients.
• Expat Services Specialized advisory services for expatriate clients, including expat tax advice and moving or leaving the UK advisory services.

Segments2 records

Ideal customer profiles2 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.

• Addidi teamminorOthersThe Addidi team has joined Progeny, expanding the firm's capabilities and client base. This is described as an acquisition/integration of an advisory team rather than a formal partnership arrangement.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Coutts: Iconic UK private bank and wealth manager serving HNW individuals and families. Competes for the same affluent client base, with broader private banking capabilities than Progeny but less integrated tax/legal service.
• Quilter: UK wealth manager offering financial advice, investment platforms, and wealth management. Overlaps with Progeny's HNW advisory and platform-style asset management offerings, but operates at much greater scale and breadth.
• St. James's Place: Largest UK wealth manager with a partnership model of restricted advisers. Comparable as a mass-affluent-to-HNW UK advisory and investment management firm; broader in scale and product set than Progeny but competes for the same client base.

Direct peers

• Killik & Co: Independent UK wealth manager focused on financial planning and investment management for private clients. Comparable independent advisory model and HNW client base, though with narrower service breadth than Progeny.
• Evelyn Partners (formerly Tilney): UK wealth management and professional services firm combining financial planning, investment management, tax, and legal services. Closely comparable to Progeny's integrated multi-disciplinary offering for HNW clients.
• Rathbones Group: UK-listed wealth manager providing discretionary investment management, financial planning, and advisory services to HNW individuals, families, and charities. Direct competitor in the UK integrated advisory and asset management market.
• Brown Shipley: UK private bank and wealth manager offering investment management, financial planning, and tax services to HNW clients. Direct competitor with comparable integrated advisory proposition and similar client targeting.
• Canaccord Genuity Wealth Management: UK wealth management division offering discretionary and advisory investment management to HNW clients. Comparable in serving the same affluent client segment with recurring fee-based advisory services.
• Saltus Financial Planning: UK Chartered financial planning firm providing integrated advice across investments, tax, pensions, and estate planning. Similar HNW-focused independent model and Chartered status to Progeny, with comparable scale.
• Charles Stanley: UK wealth manager providing investment management and financial planning to private clients, charities, and trustees. Direct competitor in the UK HNW advisory space with similar client profile and recurring fee model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xx.com/theprogenygroup
• Facebookfacebook.com/theprogenygroup
• LinkedInlinkedin.com/company/addidi-ltd

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

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 Progeny