Private equity-backed Progeny acquires Hampshire adviser

'Life-centred financial planning'

Tom Ellis
clock • 2 min read

Private equity-backed Progeny has expanded its presence in the south of England through its latest acquisition for an undisclosed sum.

The multi-services company has bought Coll Perkins, a financial planning firm based in Hampshire. The advice business was founded in 2011 and was established to provide "life-centred financial planning".  It was not clear how many staff would join Progeny as part of the deal nor how the firms would integrate.  Progeny claims to be the first and only firm in the UK to combine independent financial planning, asset management, tax, HR, and private and corporate legal services. The deal comes after Progeny made a "significant" acquisition in February, taking its assets under management...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Cash ISA allowance cut risks hardening saver/investor divide, advisers warn

Cash ISA allowance cut risks hardening saver/investor divide, advisers warn

Govt policy shift reignites debate around role of cash ISAs

Sahar Nazir
clock 28 January 2026 • 5 min read
What a classic '80s movie tells us about today's language of financial advice

What a classic '80s movie tells us about today's language of financial advice

'Forty years is a long time in film. Even more so in financial services'

Roger Brosch
clock 27 January 2026 • 4 min read
Deal Dive: Advice firm deals 2025 wrapped

Deal Dive: Advice firm deals 2025 wrapped

Deals announced in Q4 before the year ended

Isabel Baxter
clock 27 January 2026 • 2 min read