Progeny

The deal will expand the professional services firm's footprint in East Anglia

Culture and values are becoming recognised as ever more important

Feedback has the ability to both inform and empower

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

'The first step in failing intelligently is to take responsibility'

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

Call to identify business needs, goals and desired outcomes

'The results made stark reading for the advice industry'

Progeny research found just 3% planned inheritance with IFA

Stewart Cape joins advice and tax business