…… if you wanna be a record breaker! Those of us of a certain vintage will remember the immortal lyrics of Roy Castle’s Record Breakers theme tune. Many years on, it rings as true as it ever did. It’s a simple but effective piece of advice and recently got me thinking about the role of dedication in helping us to achieve our goals. Dedication is one of those qualities that displays everything that’s decent about the human condition. It means you’ve made a commitment. It speaks to constancy and reliability and, together, what these can achieve. It’s vital for success, but it isn’t the only ingredient needed.

We’re not short of examples of this. Look at someone like Sir Mo Farah. He’s held a number of records in his time and his medal tally speaks for itself. A glimpse at the performance page of his website provides a dizzying display of sustained sporting excellence, only possible with the right combination of attributes and attitude. Dedication is only one of them. Maintaining high standards, working hard and having a structured approach: all are equally valid and equally vital in ensuring we excel. At Progeny Wealth and across the entire Progeny Group, these attributes reflect how we operate.

High standards

The Progeny Group is made up of individuals who have demonstrated their desire to deliver outstanding client outcomes. We have more than 60 skilled team members across the group who work together to provide a ground-breaking, high-quality, bespoke service.

We meet the investment, legal and financial goals of our clients by matching them up with the members of our team who have the right knowledge and professional experience to best assist them.

Working hard

We work hard to get to know our clients, to find out what makes them tick and what their personal and professional goals are. Each and every client is unique, so we take time to understand their specific requirements, to give them the peace of mind that their personal, family and business needs are properly aligned to optimise their wealth.

Each and every client is unique, so we take time to understand their specific requirements, to give them the peace of mind that their personal, family and business needs are properly aligned to optimise their wealth.

We know that our clients have built their wealth through hard work and, drawing on our significant experience in personal and family protection, retirement planning, and wealth succession, it’s our passion to help them protect and grow this for future generations.

Structure

We have a unique structure and breadth of offering, which brings together the best people in their field. We can harness a high-achieving, high-performing workforce across a breadth of disciplines that have previously never existed together under the same roof.

Progeny Wealth, Progeny Asset Management, Progeny Private Law and Progeny Corporate Law together can provide a combination of wealth management and legal advice for private clients, corporates and family offices. Our clients get the perfect combination of service to suit them, whatever their situation.

Dedication

Last but not least we return to dedication. Of course, it goes without saying that we’re dedicated to getting results and providing a high-quality service. However, it’s the way we dedicate ourselves to our clients that best defines and demonstrates the Progeny philosophy.

We make sure that all our clients are assigned a dedicated adviser within the group. This person will be their first point of contact whenever they have a question, need advice or would like to talk an issue through. Their adviser will work with them from day one, learning about their circumstances and working to understand all of the clients’ requirements so that Progeny as a whole can deliver the best tailored and bespoke support. Clients get the benefit of a high-quality, multi-service offering but with the convenience and familiarity of a single point of contact.

We make sure that all our clients are assigned a dedicated adviser within the group. This person will be their first point of contact whenever they have a question, need advice or would like to talk an issue through.

Having an assigned adviser means they only need to pick up the phone once, or send one email, knowing that we’ll immediately get to work across any range of issues. They can rely on us to think of everything for them, and to meet and surpass the full spectrum of their demands. We believe it certainly beats having to juggle all their legal and financial affairs themselves across a number of advisers and companies.

With the breadth of support and advice we offer it’s essential that we keep all of these attributes in mind so that we can we bring the broad and exponential benefits of a multiservice professional platform to each and every one of our clients. With apologies to the dearly departed Roy Castle, whether you want to be a record breaker or a successful investor, it’s more than just dedication that you need…

If you would like to benefit from our dedicated service and advice, please get in touch.

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Alex Shaw

Associate Director, Wealth

Alex joined the company that would become Progeny in August 2008.

Learn more about Alex Shaw