Business Details
Expert Financial Advisers in Leeds
Progeny is a globally integrated financial services firm with decades of experience delivering holistic advisory solutions. Our multi-expert approach combines financial planning, tax, legal, and asset management expertise to address complex client needs. With a team of Chartered Financial Planners, corporate lawyers, and tax specialists, we provide tailored strategies for individuals, families, and businesses. Our award-winning professionals prioritise client-centric service, leveraging global networks to deliver seamless cross-border solutions.We maintain rigorous compliance standards through authorisation by the Financial Conduct Authority and Solicitors Regulation Authority. Our commitment to innovation and ethical practice has established us as trusted partners for clients with sophisticated financial requirements.
Services
Financial Planning
Tax Services
Legal Services
Asset Management
Expat Services
Highlights and features
- We offer a unique multi-expert approach combining financial, tax, and legal expertise
- Our team includes Chartered Financial Planners with decades of industry experience
- We provide seamless cross-border solutions through our global office network
- We maintain strict compliance with FCA and SRA regulatory standards
- Our award-winning professionals specialise in complex financial planning scenarios
Associations and certifications
- Financial Conduct Authority
- Solicitors Regulation Authority
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual circumstances. We combine investment management with tax and legal expertise to optimise wealth preservation. Our advisers help clients achieve long-term financial security through personalised cashflow modelling and risk assessment.
Tax Services
We provide complete tax solutions including compliance and strategic planning. Our specialists help minimise liabilities through inheritance tax mitigation and cross-border tax structuring. We offer expert representation with HMRC and ongoing compliance support for complex tax situations.
Legal Services
Our legal team specialises in private client matters including estate planning and trust structuring. We provide tailored will writing and court of protection services. Our solicitors work closely with financial advisers to ensure legally sound wealth transfer strategies.
Asset Management
We offer discretionary portfolio management with global diversification. Our quantitative approach balances risk and reward across asset classes. We provide access to exclusive funds and implement tax-efficient investment structures for private clients.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement, tax efficiency, and wealth succession strategies tailored to individual circumstances.
Do you specialise in expatriate financial services?
Yes, we offer specialist expat tax advice and cross-border financial planning for clients living or working internationally.
Are your advisers qualified professionals?
Our team includes Chartered Financial Planners and solicitors regulated by the Financial Conduct Authority and Solicitors Regulation Authority.
How do you structure investment portfolios?
We use quantitative analysis to create diversified portfolios aligned with client risk profiles and financial objectives.
What legal services do you provide?
We offer private client legal services including will writing, trust creation, and estate planning solutions.
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