Progeny

Progeny, a financial services firm with offices in Edinburgh and Ayrshire, has appointed Tom Wood to the role of chief financial officer. Mr Wood brings significant experience to the position, gained throughout his 25-year executive career in regulated financial services and banking. He has led tran

Scottish financial advisory firm Carbon Financial Partners is poised for acquisition by Leeds-based professional services company Progeny for an undisclosed sum. The acquisition is set to boost Progeny’s assets under management by £600 million. Regulatory approval from the Financial Cond

Professional services group Progeny has appointed Heather Ross to the new role of head of academy. The firm has offices in Edinburgh and Ayrshire and launched its adviser academy in April 2019 which currently offers a three-year programme that targets chartered status.

Leeds-based financial services firm Progeny has today announced plans to acquire Scottish professional services firm, Moray Group for an undisclosed sum. As part of the acquisition, managing director of Moray Group, Rob Aberdein, will take up the new role of chief commercial officer with Progen

Ayrshire-based financial advice firm Affinity has been acquired by Leeds-based firm Progeny for an undisclosed sum. Progeny, which already has an operation in Edinburgh, said the acquisition of the Affinity financial planning practice would extend its multi-disciplinary professional services offerin