OUR EXPERTISE: Strategic Financial Planning

Insightful, strategic financial planning. It’s at the heart of everything we do at Progeny Wealth.

Our highly experienced wealth planners will ask the right questions, and then listen carefully to understand every aspect of your financial situation, in conjunction with your specific objectives, needs, attitude to risk and lifestyle. Using this information, we will formulate a tailored, strategic financial plan that is designed to give you clarity and direction for your financial journey.

Our innovative advice is based on researching a wide variety of tax-efficient wrappers and investment frameworks to find the most appropriate solutions that suit your needs. These may include investment services, retirement planning, tax structuring and protection strategies.

Your objective-based financial plan will form the nucleus of an ongoing relationship that is intended to remain as a constant throughout your lifetime. Our wealth planners work in harmony with other skilled professionals within the Progeny Group (or your own existing ones, if you prefer) to ensure that all aspects of your financial plan are implemented and reviewed to ensure that they remain relevant.

The Financial Conduct Authority does not regulate income tax planning, will writing or inheritance tax planning.

Case studies

Pre-Retirement Pension Funding

Client was a partner in an accountancy firm, 62 years old, and married with two adult children. He was looking to retire from full-time employment in the near future and work on a part-time consultancy basis for the company.

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