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Inside Progeny s next generation advice journeys project

Following its announced partnership with financial services consultancy Alpha FMC to design ‘next generation advice journeys’, Progeny UK managing director Caroline Hawkesley tells Isabel Baxter about the importance being innovative and agile…

Progeny embarks on project to design next-gen advice journeys

Progeny has partnered with Alpha Financial Markets Consulting to design and deliver next-generation advice journeys. The Next-Gen Advice project includes a comprehensive review of client processes, technology and policy

Progeny partners with consultancy to launch next gen advice project

Wealth manager Progeny has partnered with financial services consultancy Alpha FMC to design ‘next generation advice journeys’.

Progeny adds £600m assets with latest IFA firm purchase

Progeny has announced plans to acquire chartered financial advice firm Carbon Financial Partners. The deal will add £600m to Progeny’s assets under management.

Leeds financial planning firm Progeny plans hiring spree amidst international expansion efforts

Leeds financial planning firm Progeny plans hiring spree amidst international expansion efforts
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