Neil Moles, Progeny chief executive
Acquisitive wealth manager Progeny has acquired Chartered financial planner Lewis Brownlee Financial Services.
The acquisition takes Progeny’s assets under management (AUM) to nearly £7 billion.
Established in 1990, Lewis Brownlee Financial Services has offices in Chichester, Midhurst and Whiteley.
Its financial advisers cover pensions, savings & investments, retirement & estate ...