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

A reminder to join our live webinar on 14 October from 6:00pm to 7:30pm, and discover how the Progeny Planner Academy co...
09/10/2026

A reminder to join our live webinar on 14 October from 6:00pm to 7:30pm, and discover how the Progeny Planner Academy could help shape your future as a financial planner.

Sign up here: https://bit.ly/46xFLkY

During this interactive session, you'll hear directly from our colleagues discussing their personal experiences, career insights and practical advice to give you a genuine understanding of what a career in financial planning at Progeny can offer.

The agenda:
- An overview of the Progeny Planner Academy with Duncan Gregory FPFS, Head of Planner Talent Management
- My career change journey with Thomas Hill, Associate Planner
- My first 3 months of seeing clients with Alannah Kinsella, Financial Planner and Academy Alumni
- Why mentoring matters with Nick Parkes FPFS CFPᵀᴹ, Financial Planner
- The planner roles on offer for 2027 with Duncan Gregory FPFS, Head of Planner Talent Management
- The application process with Duncan Gregory FPFS, Head of Planner Talent Management
- Q&A with Joanna Clarke, Regional Advisory Services Manager

If you're curious about where a career in financial planning could take you, this is a great opportunity to hear from those who have already taken the journey.

14 October | 6:00pm - 7:30pm

We'd love to see you there.

08/10/2026

What’s driving markets as we head into the final months of 2026?

Equity markets showed resilience in Q3, AI continued to influence company earnings, while higher oil prices and renewed inflation concerns put pressure on bond markets.
Now attention is turning to what comes next.

From the upcoming UK Budget and US midterms to interest rates, corporate earnings and the broadening influence of AI, there’s plenty for investors to consider.

In the latest episode of Markets Unwrapped, Craig Melling, Director of Investment, and Tom Sparke, Investment Manager at Progeny Asset Management, cut through the headlines and explore what these developments could mean for markets and long-term investors.

Catch the full episode here: https://theprogenygroup.com/knowledge-hub/markets-unwrapped-october-2026/

For many individuals and families, revisiting a Will later in life is rarely just a legal exercise. It’s a deeply person...
06/10/2026

For many individuals and families, revisiting a Will later in life is rarely just a legal exercise. It’s a deeply personal process that invites reflection on a lifetime of achievements, relationships, values and responsibilities.

It often raises important questions:

- Have I done enough to protect the people I care about most?
- Have I made my wishes clear?
- Could I make things easier for those I leave behind?

These conversations aren't always easy, which is why they're so often postponed. But taking the time to plan today can provide clarity, certainty and peace of mind for both you and your loved ones in the years ahead.

In our latest article, legal and financial experts explore the emotional side of legacy planning, the consequences of delay and how a joined-up approach can help ensure your wealth, values and wishes are passed on as intended.

Read the full article here/; https://bit.ly/4xUsUV6

The final months of the year often arrive quicker than expected. Before the festive season begins and calendars fill up,...
22/09/2026

The final months of the year often arrive quicker than expected. Before the festive season begins and calendars fill up, autumn offers an opportunity to pause and reflect on what we've worked hard for throughout the year.

Now is a good time to ask yourself:

- Have you made progress towards your savings goals?
- Are there financial habits you've developed this year that have served you well?
- Have your priorities changed since January?
- Are there areas where small adjustments could make a meaningful difference?

Emily Marland, Financial Planner, shares guidance on how to take stock, celebrate your wins, prepare for the festive season ahead and find comfort in financial confidence: https://bit.ly/4xt4XUV

15/09/2026

For the past two years, AI has dominated investment headlines but are investors starting to look elsewhere?

August highlighted an important shift in markets.

While AI-related companies continued to demonstrate strong growth, some of the strongest returns came from outside the largest technology stocks. Market performance broadened across sectors, regions and company sizes, with financials, industrials, energy and smaller companies all contributing to returns.

At the same time, investors continued to monitor:
- Inflation and interest rate expectations
- Rising government borrowing and bond market volatility
- Geopolitical developments and their impact on growth
- The ongoing adoption of AI across industries

A broader range of opportunities emerging across global markets is an encouraging development for investors and reinforces the value of maintaining a well-diversified portfolio.

In the latest episode of Markets Unwrapped, our investment experts discuss the key themes shaping markets today and the outlook for the months ahead.

🎥 Watch the full episode here: https://theprogenygroup.com/knowledge-hub/markets-unwrapped-september-2026/

Building wealth can take years of careful planning, discipline and hard work. Taking steps to protect that wealth is jus...
08/09/2026

Building wealth can take years of careful planning, discipline and hard work. Taking steps to protect that wealth is just as important, helping to ensure that what you have created can continue to support the people and causes that matter most to you.

Estate planning is about much more than reducing tax liabilities. It is about ensuring your wishes are carried out, your loved ones are protected and your legacy is preserved.

Our new Inheritance Tax & Estate Planning Guide provides practical insights into:

- How Inheritance Tax works and current allowances
- Understanding the nil-rate band and residence nil-rate band
- Strategies for reducing Inheritance Tax
- Lifetime gifting rules and exemptions
- Lasting Powers of Attorney explained
- Writing and reviewing your Will
- Digital assets and online accounts
- Pension beneficiary nominations
- Your estate planning checklist

Whether you're reviewing existing arrangements or beginning your estate planning journey, this guide will help you understand the options available and the steps you can take to support your long-term objectives.

Download your copy today and take the first step towards greater peace of mind: https://bit.ly/4r0w7AD

Are your SSAS arrangements still fit for purpose in today’s changing IHT landscape?Self-Invested Small Self-Administered...
01/09/2026

Are your SSAS arrangements still fit for purpose in today’s changing IHT landscape?

Self-Invested Small Self-Administered Schemes (SSASs) have long been a powerful tool for business owners and families, offering flexibility around commercial property investment, succession planning and intergenerational wealth transfer.

But as the Inheritance Tax (IHT) environment evolves, the conversation is shifting beyond tax efficiency alone.

Trustees and advisers increasingly need to consider:
- The practical implications of member death
- Liquidity challenges where schemes hold illiquid assets
- Trustee governance and decision-making processes
- The importance of letters of wishes and death benefit nominations
- Opportunities for succession and intergenerational planning
- The value of regular strategic reviews

Our latest guide, "SSAS Planning in a Changing IHT Environment," explores these key considerations and provides practical insights for solicitors, trustees, accountants and business owners.

Proactive planning today can help ensure SSAS arrangements continue to support both family and business objectives tomorrow.

Download the guide and explore the opportunities and challenges shaping SSAS planning: https://bit.ly/4gv4lY6

26/08/2026

After a successful corporate career, Karen found herself facing an important question: what next?

In this client story, Karen shares how working with Chartered Financial Planner Victoria Ross gave her the confidence to take control of her financial future, make important life decisions and transition into semi-retirement sooner than she thought possible.

From navigating investment decisions to building a trusted long-term relationship, Karen explains how expert financial advice helped her move beyond uncertainty and embrace a new chapter with confidence and freedom.

If you're thinking about retirement, navigating a career transition, or simply want greater confidence in your financial future, Karen's story offers valuable insight into the benefits of long-term financial planning.

Did you know that many women retire with significantly less pension savings than men?The gender pension gap remains a re...
19/08/2026

Did you know that many women retire with significantly less pension savings than men?

The gender pension gap remains a real challenge, influenced by everything from childcare responsibilities to career breaks and pay disparities.

While the issue is complex, there are steps that can help women take greater control of their long-term financial future.

In our latest article, we explore the key causes behind the gender pension gap and share practical ways to help overcome it.

🔗 Read the full article: https://bit.ly/45qbggo

What does independence in later life really mean?For many, it's not simply about having enough money. It's about having ...
17/08/2026

What does independence in later life really mean?

For many, it's not simply about having enough money. It's about having the freedom to make choices, remain in control and live life on their own terms.

As women tend to live longer than men, many women will spend part of later life living alone – whether that's through widowhood, divorce, or changing family circumstances. This can be both empowering and challenging.

Financial security provides opportunities, but independence is built through careful planning. The decisions made today can have a significant impact on the options available tomorrow.

Read more about later life planning here: https://bit.ly/4c0GCOc

Address

1A Tower Square
Leeds
LS14DL

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

Telephone

+443301659040

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