Progeny snaps up UK financial planning firm
Deal takes assets under management to nearly £7bn
Progeny
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A quarter of baby boomers don’t trust young Brits with inheritance
But just 3% talked to a financial adviser about their succession plans
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Progeny acquires Scottish professional services group
It is the firm’s fourth M&A deal in the country
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PEOPLE MOVES: Brooks Macdonald, Premier Miton, Lombard Odier
Wealth manager and investment firm hire global head of distribution
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Financial planning firm buys Scottish advice business
It is the company’s third acquisition in the country
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UK financial planning firm buys The Fry Group
Deal increases its assets under management to more than £5.5bn
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How can advisers ease clients’ recession fears?
UK economy contracted for the second month in a row in April
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Financial planning firm buys UK advice company
To grow its presence in the south of England
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Is Yorkshire the next UK wealth hub?
Over a dozen acquisitions have been made in the region in the last six months
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Progeny buys UK financial advice firm
Deal brings its assets under management to over £3bn
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Progeny acquires Yorkshire-based advice company
Firm says that it is ‘building a business, not buying one’
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UK financial planning company receives private equity backing
To help the firm ‘continue its clear and established acquisition strategy’