Finance
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Rebecca Wayman

Leeds financial consultancy increases its wealth firms in Buckinghamshire and Sussex

Progeny Group, which combines financial planning, legal and asset management solutions for private clients, corporates, charities and family offices, has acquired Quest Financial Solutions and Juno Wealth Management.

Quest and Juno have built up enviable reputations for client service in their areas of operation in Buckinghamshire and Sussex, respectively. This commitment to clients fits with Progeny’s ethos which has been at the core of its expansion in recent years.

Quest’s and Juno’s clients can potentially now benefit from the wider Progeny Group’s asset management, wealth planning and private and corporate legal services, offered with transparent costs.

Neil Moles, managing director of Progeny Group, said: “We look forward to welcoming Quest Financial Solutions and Juno Wealth Management to the Progeny family, and adding their skills to our transparent full-service offering, providing in-house wealth and legal advisory services.”

In line with Progeny’s ‘acquire to hire’ strategy, Quest and Juno’s management teams and their staff will join the group.

These latest acquisitions, as well as the recent acquisition of Innovate Financial Planning in Edinburgh, will see Progeny’s national headcount double and increase the group’s assets under advice.

Assets under advice increased to over £1bn for the first time with the acquisition of Evolve Financial Planning on July 24, 2018.

John Francis, Quest Financial Solutions’ managing director, concluded: “Progeny’s progress over the last two years has been hard to ignore, its track record of advising business owners, family wealth and individuals with complex wealth management needs aligns with our offering.

“Something we are excited to add to our proposition is a full suite of legal services which we believe to be crucial when continuing to provide our clients with the holistic solutions they deserve.”

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