Progeny

Founder Neil Moles moves into non-exec and president role

Advice academy veteran on training a Chartered generation

Have clear networking goals

‘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