Neil Moles

The Leeds-based firm looks to ‘strengthen’ presence in Scotland

'It is our role to help them navigate this noise'

Moles says the deal will ‘add a great deal of value’ to Progeny’s proposition

Wealth manager says: ‘We must practice what we preach’

The well-trodden debate over the pros and cons rages on

Culture and values are becoming recognised as ever more important

‘Corporate Chartered status is in my view the engine of professionalising the industry’

Latest acquisition takes the firm’s AUM to nearly £7bn

'The results made stark reading for the advice industry'

Progeny research found just 3% planned inheritance with IFA