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Wealth management firm continues growth with new hire

He will take the role of financial planner at the firm

United kingdomLee macdonaldEvelyn partnersAndrew moatFiscal engineersEvelyn partner nottinghamLoxley houseRiverside businessEast midlands

Progeny to acquire Edinburgh advice firm adding £600m in AUM

National Chartered wealth manager Progeny has announced the acquisition of Chartered financial advice firm Carbon Financial Partners.

United kingdomWestern australiaCity ofGlasgow cityGordon wilsonFinancial partnersNeil molesCarbon financial partnersFiscal engineersNeil molesJordon wilson

Progeny acquires UK IFA firm | International Adviser

Progeny acquires UK IFA firm | International Adviser
international-adviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from international-adviser.com Daily Mail and Mail on Sunday newspapers.

United kingdomWestern australiaCity ofGlasgow cityGordon wilsonCarbon financial partnersNeil molesFiscal engineers

Leeds-based Progeny acquires wealth manager Fiscal Engineers as part of expansion strategy

Leeds-based Progeny acquires wealth manager Fiscal Engineers as part of expansion strategy
yorkshirepost.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yorkshirepost.co.uk Daily Mail and Mail on Sunday newspapers.

North yorkshireUnited kingdomCity ofSquire patton boggsGreg wrightShane mullinsLeeds based progenyFiscal engineersEngineers executive chairmanNeil moles

Progeny expands Midlands footprint with acquisition

Progeny has acquired Nottingham-based wealth manager Fiscal Engineers that takes its assets under management to £8bn.

City ofUnited kingdomShane mullinsFamily officeB corp certificationFiscal engineersAfry groupMiddle eastNeil moles

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