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Progeny continues advice acquisition spree with 2 more deals

National advice and wealth management firm Progeny has continued its acquisition spree by buying two more advice businesses

Progeny continues advice acquisition spree with 2 more deals

National advice and wealth management firm Progeny has continued its acquisition spree by buying two more advice businesses.

Buckinghamshire-based Quest Financial Solutions and Sussex-based Juno Wealth Management have become the latest firms to be snapped up by Progeny for undisclosed amounts.

Following the deals, staff at the two firms will join Progeny and their clients will have access to the group’s asset management, wealth planning and legal services.

The latest buys come just days after Progeny announced a deal for Edinburgh-based Innovate Financial Services.

John Francis, managing director at Quest Financial Solutions, said: ‘Progeny’s progress over the last two years has been hard to ignore. Its track record of advising business owners, family wealth and individuals with complex wealth management needs, aligns with our offering. Something we are excited to add to our proposition is a full suite of legal services which we believe to be crucial when continuing to provide our clients with the holistic solutions they deserve.’

Neil Moles, managing director of Progeny Group, said: ‘We look forward to welcoming Quest Financial Solutions and Juno Wealth Management to the Progeny family, and adding their skills to our transparent full-service offering, providing in-house wealth and legal advisory services.’

 

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