Halo HR
Halo HR is the HR consultancy arm of Progeny Group, a UK integrated financial and professional services firm. It delivers bespoke HR solutions including employment contracts, handbooks, absence management, and restructuring support to growing organizations across multiple sectors.
- Company typePrivate
- Founded2014
- HeadquartersPadiham, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Halo HR does
Halo HR is a HR consultancy service line within Progeny Group, a UK-headquartered integrated financial and professional services firm founded in 2014. The HR consultancy delivers bespoke HR solutions to growing organizations across professional services, manufacturing, hospitality, and retail sectors, offering services spanning contracts of employment, employee handbooks, absence management, performance improvement, disciplinary and grievance processes, redundancy guidance, business restructuring, and management development training. The team supporting this practice has over 50 years of combined HR experience and works in collaboration with the firm's corporate legal and tax advisors.
Progeny Group operates a multi-discipline platform combining HR consultancy with financial planning, tax advisory, private and corporate legal services, and asset management. The asset management arm offers discretionary portfolios (Encore, Bravo ESG, Tempo, Dynamic, and Private Wealth Management) with annual management charges ranging from 0.05% to 0.80%, deployed through Oxford Risk profiling tools and composite benchmarks using MSCI and ICE Bank of America indices. The firm maintains custody and administration partnerships with 14+ third-party platforms including James Hay, AJ Bell, Curtis Banks, Suffolk Life, LV, Old Mutual Wealth, Canada Life, Ascentric, Aviva, Novia, Nucleus, Quilter, Pershing, Standard Life/Elevate, Transact, and 7IM.
The firm is regulated by both the FCA (Progeny Wealth, ref 116460; Progeny Asset Management, ref 740528) and SRA (Progeny Law & Tax, ref 622288), and distributes services through a nationwide UK face-to-face advisory network across Leeds (HQ), Edinburgh, London, Nottingham, and Worthing. The group has grown through acquisition of Quadrant Group (2017), The RU Group (2022), and Carbon Financial Partners, expanded internationally to Belgium, Hong Kong, the Middle East, and Singapore in 2024, and announced the divestiture of that international arm in 2026 to refocus on UK core operations. Revenue is generated through a combination of subscription advisory fees, asset management charges on AUM, and project-based professional services fees for HR, legal, and tax engagements.
Halo HR firmographics
Firmographics- Name
- Halo HR
- Legal name
- The Progeny Group Limited
- Website
- https://halohr.co.uk
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Halo HR is the HR consultancy arm of Progeny Group, a UK integrated financial and professional services firm. It delivers bespoke HR solutions including employment contracts, handbooks, absence management, and restructuring support to growing organizations across multiple sectors.
- Ownership category
- akta.pro rank
Where Halo HR is headquartered
LocationHeadquarters
- HQ city
- Padiham
- HQ country
- United Kingdom
- HQ region
- Europe
Offices5 records
Markets served
Halo HR business model
Business model- GTM type
- B2B
- Offering type
- Services
Revenue model
- Financial Planning Advisory: Ongoing advisory fees for financial planning services including retirement planning, wealth management, investment services, and cashflow modelling.
- Asset Management Fees: Discretionary management charges ranging from 0.05% to 0.80% depending on portfolio type. Additional custody and administration fees included in annual management charge.
- Legal Services: Corporate legal and HR consultancy fees for services including commercial contracts, employment law, settlement agreements, and business restructure.
- HR Consultancy: Bespoke HR services for growing organisations including contracts, employee handbooks, absence management, and employee engagement solutions.
- Tax Advisory: Tax planning and compliance services including inheritance tax, capital gains tax, and tax structuring for family companies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Encore investment portfolio |
| Subscription | Annual | Bravo ESG portfolio |
| Subscription | Annual | Tempo portfolio |
| Subscription | Annual | Dynamic portfolio |
| Subscription | Annual | Private Wealth Management |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
Halo HR product offering
Product offeringCore offering
No information about Halo HR's core offerings is available in the provided input.
Product overview
Progeny Group operates as a unified financial services platform offering integrated HR consultancy, financial planning, tax advisory, legal services, and asset management. The core offering spans HR services (consultancy, employment law, management training), Financial Planning (investment, retirement, wealth management), Tax Advice (inheritance, capital gains, compliance), Private Legal Services (estate, probate, wills), Corporate Legal Services (commercial contracts, settlement agreements), and Asset Management (investment wrappers, risk profiling, benchmarking, governance). The platform is structured as a multi-service offering where clients can access HR, financial planning, legal, and asset management services through a single advisory relationship, with asset management available through multiple investment portfolio solutions (Encore, Bravo ESG, Tempo, Dynamic, Private Wealth Management) and custody platforms.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 96%+ of retail, hospitality and leisure businesses pay no or reduced rates under relief schemes
- +2 more outcomes
Companies that use Halo HR
Customer profileNamed customers6 records
Segments5 records
Halo HR technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration19 records
Feature3 records
Halo HR partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered core.
- James HaycoreStrategic SIPP partner for self-invested personal pension administration and management.
- AJ BellcoreSIPP platform partner providing self-invested personal pension administration services.
- Curtis BankscoreSIPP platform partner for self-invested personal pension services.
- Suffolk LifecoreSIPP platform partner for self-invested personal pension administration.
- LVcoreSIPP platform partner for self-invested personal pension services.
- Old Mutual WealthcoreOffshore bond partner providing international investment bond products.
- Canada LifecoreOffshore bond partner for international investment bond administration.
- AscentriccoreCustody platform partner for asset custody and administration.
- AvivacoreCustody platform partner for asset custody services.
- NoviacoreCustody platform partner for financial asset administration.
- NucleuscoreCustody platform partner for asset custody and platform services.
- QuiltercoreCustody platform partner for investment administration.
- Pershing Securities LtdcoreCustody and settlement services provider for investment management.
- Standard Life/ElevatecorePlatform partner for investment custody and administration.
- TransactcoreCustody platform partner for financial services administration.
- 7IMcoreCustody platform partner for asset management services.
- Oxford RiskcoreRisk profiling tool provider offering innovative risk tolerance and risk capacity assessment using scientific methodology for matching clients to suitable investment solutions.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Halo HR competitors and assessment
Company assessmentDirect peers
- St. James's Place: UK's largest wealth manager with a Partnership model of restricted financial advisers offering investment, tax, and estate planning to HNW and mass-affluent clients. Comparable in adviser-led distribution, integrated planning offering, and UK HNW targeting.
- Killik & Co: Independent UK financial adviser offering wealth management, financial planning, and tax advisory to private clients and small businesses. Comparable in bespoke HNW advisory, face-to-face distribution, and integrated service model.
- Evelyn Partners: One of the UK's largest integrated wealth management, accountancy, and professional services firms serving HNW individuals, families, and businesses. Directly comparable to Progeny's combined financial planning, tax, legal, and investment advisory model.
- Saunderson House: UK wealth manager focused exclusively on HNW individuals, business owners, and senior executives, providing investment management and holistic financial planning. Closely comparable in HNW persona targeting and integrated advisory scope.
- Cazenove Capital (Schroders Wealth Management): UK wealth manager serving HNW individuals, families, and charities with investment management, financial planning, and tax advisory services. Comparable in HNW targeting and integrated UK wealth proposition.
- Rathbones Group: Major UK-listed wealth manager providing investment management, financial planning, and tax advisory services to HNW individuals, trusts, and charities. Comparable in target client base, integrated advisory offering, and UK footprint to Progeny.
- Brewin Dolphin (now part of RBC Wealth Management): UK wealth manager offering discretionary investment management, financial planning, and advisory services to private investors, intermediaries, and charities. Comparable in discretionary portfolio offerings, fee structure, and adviser-led distribution.
- JM Finn: Private UK investment management and wealth advisory firm serving HNW individuals, families, and intermediaries with discretionary and advisory portfolios. Comparable in discretionary investment solutions and HNW client focus.
Broad incumbents
- Coutts: Iconic UK private bank offering banking, wealth management, and advisory services to HNW and UHNW clients under NatWest Group. Comparable in HNW/UHNW targeting, integrated wealth offering, and UK footprint, though broader in scope.
Regional players
- Quilter Investors: Large UK wealth platform and adviser business offering investment solutions, financial planning tools, and platform services to UK advisers and their clients. Comparable as a UK wealth management peer with multi-channel distribution, though focused on platform/intermediary model rather than direct integrated advice.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key highlights7 records
Customer concentration
Halo HR social profiles
Digital presenceHalo HR compliance and trust
Trust signalCompliance2 records
Halo HR financial estimates
Financial estimateRevenue estimate
Valuation estimate
Halo HR leadership team
Management profileNumber of profiles
Halo HR subsidiaries and ownership
Company hierarchySubsidiaries5 records
Halo HR funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Halo HR M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Halo HR
What does Halo HR do?
No information about Halo HR's core offerings is available in the provided input.
Is Halo HR a public or private company?
Halo HR is a private company. It is classified as unknown and is currently operating.
When was Halo HR founded?
Halo HR was founded in 2014. It employs 1 to 10 people.
Where is Halo HR based?
Halo HR is headquartered in Padiham, United Kingdom, in the Europe region.
How does Halo HR make money?
Five revenue lines are on record. Financial Planning Advisory is the primary driver. The others are asset Management Fees, legal Services, HR Consultancy and tax Advisory.
Who are Halo HR's main competitors?
Direct peers on record are St. James's Place, Killik & Co, Evelyn Partners, Saunderson House, Cazenove Capital (Schroders Wealth Management), Rathbones Group, Brewin Dolphin (now part of RBC Wealth Management) and JM Finn. Coutts is listed as a broad incumbent. Quilter Investors is listed as a regional player.
Does Halo HR have an API?
No public API is recorded for Halo HR.