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Progeny Acquisitions

Progeny has acquired 18 companies and its latest acquisition was Chartered Wealth Management Ltd. on Feb 2024

Unlock 15 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Chartered Wealth Management Ltd.

Feb 2024

Source »
undisclosed
Chartered Wealth Management is an England-based company that provides services such as tax planning and portfolio management for individuals and institutions.
Carbon Financial Partners Limited

Oct 2023

Source »
undisclosed
Carbon Financial is a Scotland-based financial planning firm that provides services such as investment advisory and tax planning for businesses.
Fiscal Engineers Ltd.

Aug 2023

Source »
undisclosed
Fiscal Engineers is an England-based company that provides wealth management and financial planning for individuals and institutions.
Lewis Brownlee Financial Services Limited

Nov 2022

Source »
undisclosed
Lewis Brownlee is an England-based financial advisory firm that provides services such as wealth management and retirement planning for individuals and businesses.
Moray Group Limited

Sep 2022

Source »
undisclosed
Moray Group is a Scotland-based professional services firm that provides solutions such as property litigation, dispute resolution, and financial advisory for businesses.

Frequently Asked Questions about Progeny

  1. What companies did Progeny acquire?

    Companies acquired by Progeny include Chartered Wealth Management, Carbon Financial and Fiscal Engineers

  2. How many acquisitions does Progeny have?

    Progeny has acquired 18 companies including Chartered Wealth Management, Carbon Financial and Fiscal Engineers.

  1. How many acquisitions did Progeny make in 2024?

    In 2024 Progeny acquired 1 companies including Chartered Wealth Management.