Private equity-backed Progeny acquires Hampshire adviser

'Life-centred financial planning'

Tom Ellis
clock • 2 min read

Private equity-backed Progeny has expanded its presence in the south of England through its latest acquisition for an undisclosed sum.

The multi-services company has bought Coll Perkins, a financial planning firm based in Hampshire. The advice business was founded in 2011 and was established to provide "life-centred financial planning".  It was not clear how many staff would join Progeny as part of the deal nor how the firms would integrate.  Progeny claims to be the first and only firm in the UK to combine independent financial planning, asset management, tax, HR, and private and corporate legal services. The deal comes after Progeny made a "significant" acquisition in February, taking its assets under management...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

TrinityBridge financial planning head tackles Spring Forecast rumours

TrinityBridge financial planning head tackles Spring Forecast rumours

‘You always have to take all these with a pinch of salt’

Isabel Baxter
clock 13 March 2025 • 3 min read
Kingswood nears takeover deal with PE backer HSQ Investments

Kingswood nears takeover deal with PE backer HSQ Investments

HSQ Investments considers full acquisition of Kingswood

Sahar Nazir
clock 12 March 2025 • 2 min read
Advisers predict growing demand for Business Relief solutions

Advisers predict growing demand for Business Relief solutions

According to investment manager Downing

Sahar Nazir
clock 11 March 2025 • 1 min read