Interview with Neil Moles, CEO of Progeny plc,

Progeny is independent financial planning, investment management, tax services and legal counsel, all working together for you.

Neil joined the company that would become Progeny in May 2004, following eight years in technical and advisory roles with regional and national advisory firms. He led the management buyout of the firm in 2008, at which time he became Managing Director. Since then, he has been focussed on building Progeny into everything that it is today.

Neil’s main focus is on developing and delivering the strategy of the business. He also looks after a number of private clients, delivering a personal service to them. As an ambitious individual, he is looking to create one of the most respected advisory firms in the country.

Neil lives in North Yorkshire with his partner and daughter. In his rare moments of spare time, he enjoys playing golf and watching sport with his family.

Progeny is the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR and private and corporate legal services.

We have overcome industry silos to build the most diverse-thinking professional group in our industry. We achieve the very best for the wellbeing of clients and their families. We always do the right thing for clients, team members and our community.

We use technology to eliminate paperwork, improve communications and enrich the relationship between client and adviser. We create, enhance, and preserve wealth. We match the right professionals to achieve the individual goals of our clients.

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