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Neil Moles

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

Your profession

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

The Leeds-based firm looks to ‘strengthen’ presence in Scotland

clock 24 October 2023 • 1 min read
Why political kite-flying is not helpful for clients or advisers

Your profession

Why political kite-flying is not helpful for clients or advisers

'It is our role to help them navigate this noise'

clock 12 October 2023 • 4 min read
Progeny buys up rival wealth manager Fiscal Engineers

Your profession

Progeny buys up rival wealth manager Fiscal Engineers

Moles says the deal will ‘add a great deal of value’ to Progeny’s proposition

clock 07 August 2023 • 1 min read
Chartered firm Progeny achieves B Corp certification

Companies

Chartered firm Progeny achieves B Corp certification

Wealth manager says: ‘We must practice what we preach’

clock 15 June 2023 • 2 min read
The adviser as platform debate: Look at the bigger picture

Wrap/platforms

The adviser as platform debate: Look at the bigger picture

The well-trodden debate over the pros and cons rages on

clock 17 May 2023 • 4 min read
Cultivating an advice profession makes long-term commercial sense

Your profession

Cultivating an advice profession makes long-term commercial sense

Culture and values are becoming recognised as ever more important

clock 24 February 2023 • 4 min read
Progeny Wealth achieves corporate Chartered status from CII

Your Business

Progeny Wealth achieves corporate Chartered status from CII

‘Corporate Chartered status is in my view the engine of professionalising the industry’

clock 10 January 2023 • 2 min read
Progeny acquires Lewis Brownlee Financial Services

Your profession

Progeny acquires Lewis Brownlee Financial Services

Latest acquisition takes the firm’s AUM to nearly £7bn

clock 22 November 2022 • 2 min read
Uncovering new insights into intergenerational wealth transfer

Your Business

Uncovering new insights into intergenerational wealth transfer

'The results made stark reading for the advice industry'

clock 05 October 2022 • 5 min read
Lack of inheritance planning risks 'missed opportunities'

Your Business

Lack of inheritance planning risks 'missed opportunities'

Progeny research found just 3% planned inheritance with IFA

clock 05 October 2022 • 3 min read
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