Progeny

Progeny Connected financial thinking. Progeny is independent financial planning, investment management, tax, property services, HR and legal counsel, all in one place.

Deciding when, how and how much to draw from your assets in a way that’s sustainable, structured and tax‑efficient can f...
16/06/2026

Deciding when, how and how much to draw from your assets in a way that’s sustainable, structured and tax‑efficient can feel overwhelming.

In reality, decumulation is often more complicated than accumulation. The choices you make at this stage don’t just affect today - they shape your long-term financial security and the life you’re able to enjoy.

That’s why having a clear plan matters. In this article, Peter Denmark, Chartered Financial Planner explores what a well-structured retirement decumulation strategy can look like: https://bit.ly/4elI2TQ

When people think about financial planning, they often imagine spreadsheets, statements and a complicated puzzle that fe...
12/06/2026

When people think about financial planning, they often imagine spreadsheets, statements and a complicated puzzle that feels overwhelming. In reality, building a solid financial future is more like assembling a winning football team.

Top teams don’t depend on just one star player. Instead, managers create a clear strategy and put the right players in the right positions. The same principle applies to your finances.

If your wealth were a World Cup team, would it be set up for success? Or is it all attack with no defence? To achieve your life goals, you need every part of your plan working together in harmony.

Think of the football pitch as your financial plan - our experts explain what a championship‑winning financial team looks like, with insights from Alex Shaw, Associate Director; Craig Melling, Director of Investment; and Finlay Wilson, Financial Planner at Carbon Financial: https://bit.ly/49VD3rE

11/06/2026

May was a positive month for markets but not without volatility.

While equities delivered strong returns driven by resilient earnings and continued AI enthusiasm, bond markets faced pressure from inflation concerns and geopolitical developments.

As we move through 2026, the investment landscape remains finely balanced between opportunity and uncertainty.

In our latest market update, our investment experts explore:

-The divergence between equity and bond markets

-The ongoing impact of inflation and interest rates

-The growing influence of AI across global markets

-The key themes shaping the outlook for the remainder of the year

Watch the short trailer below and explore the full update: https://theprogenygroup.com/knowledge-hub/markets-unwrapped-june-2026/

09/06/2026

Entrepreneur John has had the freedom to travel the world, ticking off a bucket list of locations over the last four years. His beautiful retirement home is fully paid off and his investment properties remain strong.

As a businessman, he greatly values the transparency and clear communication provided by his financial planner, John Francis and the wider team. This includes the legal and tax specialists who manage his will and annual tax returns. With the clarity and detailed insight he consistently receives, John feels confident that his affairs are in good hands - allowing him to enjoy his travels with complete peace of mind.

04/06/2026

Do you lie awake wondering if your money will really see you through retirement?

If so, you’re not alone – and you don’t have to figure it out alone either.

At Progeny, we help turn uncertainty into clarity with a retirement plan built around you, your goals and your desired lifestyle.

Alex Shaw, Associate Director, shares his essential steps to help shape your bespoke retirement plan.

Will care be needed? When might it happen? How much will it cost?Financial planning for long-term care can be challengin...
02/06/2026

Will care be needed? When might it happen? How much will it cost?

Financial planning for long-term care can be challenging because there are so many unknowns.

While the answers remain uncertain, the impact of not planning properly - both financially and emotionally - can be profound.

Nick Parkes, a Later Life Specialist and Chartered Financial Planner discusses the challenge of uncertainty, the impacts of emotional decision-making under pressure and the often misunderstood long-term care system to help you take the long-view and plan ahead with confidence.

Read the full article here: https://bit.ly/4dLzIwc

Succession planning doesn’t have to be overwhelming.In fact, some of the most meaningful progress starts with small, sim...
26/05/2026

Succession planning doesn’t have to be overwhelming.

In fact, some of the most meaningful progress starts with small, simple steps.

If you’ve been putting off getting your affairs in order, you’re not alone - but taking control doesn’t require a complicated process or a huge time commitment. It’s about creating a plan that feels manageable, intentional and fully within your control.

We’ve created a short, practical guide to help you get started with confidence.

In our latest article, our expert breaks down the straightforward steps you can take today to begin organising your affairs and protecting what matters most: https://theprogenygroup.com/knowledge-hub/getting-started-with-succession-planning/

13/05/2026

Markets are sending mixed signals - are you watching the right ones?

April delivered volatility, driven by ongoing tensions in the Middle East and uncertainty around the Strait of Hormuz. Despite this, equity markets have pushed higher, fuelled by strong earnings and relentless momentum in AI. Bond markets are telling a very different story, raising questions around inflation, interest rates, and what comes next.

So where should investors be focusing?

In our latest Markets Unwrapped video, Craig Melling, Director of Investment and Tom Sparke, Investment Manager, break down:

- What’s happening in the Strait of Hormuz
- Why equities remain resilient despite uncertainty
- The growing divergence between stock and bond markets
- How we’re positioning portfolios in response

🎥 Follow the link to the full video: https://www.youtube.com/watch?v=85bo5-KugCY

Divorce doesn’t just change your life emotionally - it can reshape your financial future for decades to come.What many p...
12/05/2026

Divorce doesn’t just change your life emotionally - it can reshape your financial future for decades to come.

What many people don’t realise is that pensions are often one of the largest assets involved in a divorce. In some cases, they can be worth more than the family home. Yet they’re frequently misunderstood, underestimated, or overlooked altogether.

Pensions form a critical part of your marital assets, your family’s shared wealth. Not fully understanding their value now, how they could grow over time or how they can be fairly shared can dramatically affect your standard of living, not just immediately after divorce, but well into retirement.

An imbalance in pension splitting today could mean retiring on a fraction of the income you’re entitled to tomorrow.

In this article, Nick Parkes, Chartered Financial Planner, breaks down the different types of pensions, the options for sharing them and the key considerations that can make a lasting difference: https://bit.ly/447ZUfX

Because with careful financial planning, it’s possible to achieve outcomes that are not only fair, but truly sustainable for your future.

11/05/2026

"I'm now in the position to retire whatever time I want."

After working with Progeny and financial planner John Francis, Paddy says his life changed for the better. With the right guidance, he received expert support not only for his own finances but also for those of his wife and their five children. This included help with family investments as well as support from Progeny’s mortgage team.

When it came to buying property, Paddy describes Progeny as a true one‑stop shop, with seamless access to solicitors and mortgage specialists who fully understand his financial position.

Thanks to John’s care and professional guidance, Paddy now has the flexibility to retire whenever he chooses. He has complete confidence in leaving John to manage his investments and ensure he is on the most tax‑efficient platform for retirement.

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