Progeny

‘Clients will suffer from consolidation at some point’

Can business owners afford not to take financial advice?

'Advisers are important agents of change'

'Important that firms don't develop tunnel vision'

‘We have a duty to drive improvements and impact for change’

Talking to a financial adviser helps achieve fair outcomes

Deal takes total assets under management to £9bn

To design and deliver ‘next generation advice journeys’

Female fund manager numbers increased by just 0.1% last year

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