Progeny Group has acquired Evolve Financial Planning, a UK-based financial planner that received corporate Chartered status in 2007.
Evolve, which was founded in 2004 and has offices in Croydon and London, will become part of Progeny Wealth, the group’s wealth management arm.
This acquisition, which is the latest in the series of the group’s acquisitions, increases Progeny Wealth’s assets under advice (AUA) to over £1 billion. This is significantly larger than the £250 AUA at the firm’s founding in 2014.
Evolve’s founder and managing director Antony Williams will join ...