Progeny

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

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.

The Progeny Summer School 2026 is back and we are currently still accepting applications.Application deadline: Friday 29...
07/05/2026

The Progeny Summer School 2026 is back and we are currently still accepting applications.

Application deadline: Friday 29 May

Our Summer School offers young people a unique opportunity to gain first‑hand experience and discover what a career in professional services is really like.

Across a five day programme, students will experience life inside a leading Chartered Financial Planning firm, explore a wide range of career pathways and learn how financial planning, investment management, legal expertise and tax strategy work together to support clients.

Ages: 16 to 18

Dates: Monday 27 July to Friday 31 July

Time: 9.30am to 3.30pm each day

If you or somebody you know are interested in joining, please follow the link to find out more and apply: https://bit.ly/4sOhGPL

For more information you can also contact Seána Donnelly, Head of Talent.

Succession planning doesn’t have to be overwhelming or time‑consuming.Real progress often starts with small, simple step...
06/05/2026

Succession planning doesn’t have to be overwhelming or time‑consuming.

Real progress often starts with small, simple steps.

Victoria Perkin, Senior Associate, has created a short, practical guide for anyone beginning to organise their affairs - designed to help you build a plan that feels manageable, intentional and firmly in your control.

Because getting started is often the most important step: https://bit.ly/4urK9fh

You could compare wealth management to solving a Rubik’s Cube.At first glance, it looks like a puzzle of colours, an inv...
04/05/2026

You could compare wealth management to solving a Rubik’s Cube.

At first glance, it looks like a puzzle of colours, an investment problem to be solved.

But here’s where the analogy breaks down.

Once a Rubik’s Cube is solved, it stays solved. True wealth management doesn’t work that way.

Life evolves. Priorities shift. Markets change.

When families grow, face uncertainty and make decisions they redefine what “success” means over time.

Being a financial planner isn’t about delivering a one-time solution. It’s about walking alongside families through change with clarity, calm and control.

In a world increasingly driven by automation and scale, perhaps the greatest luxury of all is thoughtful, human advice. Advice that listens, protects and adapts.

Read more here: https://bit.ly/4dDOS8o

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