Strategic financial planning

Our unique combination of financial and legal services…

Strategic financial planning is at the heart of everything we do at Progeny.

Our highly experienced financial planners will ask the right questions, and then listen carefully to understand every aspect of your financial situation, in conjunction with your specific objectives, needs, attitude to risk and lifestyle. Using this information, we will formulate a tailored, strategic financial plan that is designed to give you clarity and direction for your financial journey.

Our innovative advice is based on researching a wide variety of tax-efficient wrappers and investment frameworks to find the most appropriate solutions that suit your needs. These may include investment services, retirement planning, tax structuring and protection strategies.

Your objective-based financial plan will form the nucleus of an ongoing relationship that is intended to remain as a constant throughout your lifetime. Our financial planners work in harmony with other skilled professionals within Progeny (or your own existing ones, if you prefer) to ensure that all aspects of your financial plan are implemented and reviewed to ensure that they remain relevant.

If you would like to speak to our team of Chartered financial planners to discuss your planning, please do get in touch.

The Financial Conduct Authority does not regulate income tax planning, will writing or inheritance tax planning.

This communication is not investment advice. The value of investments and income from them is not guaranteed, can fall, and you may get back less than you invested. Your capital is therefore always at risk. Past performance is not a guide to future performance. If you invest in currencies other than your own, fluctuations in currency value will mean that the value of your investment will move independently of the underlying asset.