Financial Planner and professional services firm Progeny has acquired HNW-focused Chartered financial advice firm Chartered Wealth Management, pushing Progeny’s assets under management to £9bn.

Chartered Financial Planner and professional services firm Progeny has reported revenue for the first half of 2023 up 43% (£10m) year on year.

Chartered Financial Planner and wealth manager Progeny is to acquire three-office East Anglian Chartered Financial Planning firm Gibbs Denley.

The fast growing Financial Planning firm Progeny Group has acquired Edinburgh-based Chartered Financial Planners Balmoral Asset Management to expand its presence in Scotland.