Professional advice firm tipped for growth acceleration



The UK’s largest privately owned wealth management business in the UK, operating from seven locations. They’re the first and only firm to bring together independent financial planning, asset management, tax, HR and private and corporate legal services and were ranked 7th in the top 100 Financial Advisory firms by the Financial Times.

With an aim to become the best and most trusted professional advice firm, Progeny moved their banking to Santander to take the next steps in accelerating their growth journey.

We chose Santander because of their personal relationships and the commitment of their local team. This is what banking has lost. We need more than an internet portal, we need someone who understands our business.

Neil Moles

CEO, Progeny

Coronavirus hasn’t slowed them down. They have recruited 29 new team members and transitioned all 150 members of staff to working remotely, as they remain committed to supporting clients during this period and beyond.

Progeny are one of the most innovative professional services firms in the country and have rapidly grown to become ranked as one of the FT’s top 10 firms. Superbly led and with a passion for excellent service and products, we’re delighted to have been chosen as their banking partner, supporting them for their ongoing growth.

Alastair Morris

Relationship Director, Santander

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