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

Digital advice channels open door to more under 40s

Digital advice channels open door to more under 40s

More under-40s are seeking advice as firms utilise technology

Sahar Nazir
clock 08 October 2025 • 2 min read
Devon man jailed for £1.3m Ponzi scheme run from his bedroom

Devon man jailed for £1.3m Ponzi scheme run from his bedroom

FCA secures seven-and-a-half-year sentence

Sahar Nazir
clock 07 October 2025 • 2 min read
FSCS declares TenetConnect Services in default following client claims

FSCS declares TenetConnect Services in default following client claims

The lifeboat fund will now assess claims from customers

Sahar Nazir
clock 07 October 2025 • 1 min read