Financial planning firm Progeny has announced the acquisition of chartered financial advice firm, Chartered Wealth Management.
The move will take Progeny’s total assets under management to £9bn.
Chartered Wealth Management has offices in Manchester and London and offers tailored financial planning and asset management services to high-net-worth clients. It has a team of 21 members of staff, with nine chartered financial planners and wealth managers.
Founding director of Chartered Wealth Management, Mark Stanbury, said: “This is an exciting day for our team and our clients, as we join Progeny – a business rapidly growing in scale and profile.
“We look forward to being part of this unique business as well as the mission to transform and improve financial advice for the better, for our clients and the industry at large.”
Progeny CEO, Neil Moles, added: “This is the culmination of a five-year search for the right firm, one that will allow us to expand into a new geography but which also crucially meets the strict criteria we set for our acquisition targets around average client size and age, as well as the age and ambition of the firm’s team.
“With Chartered Wealth Management onboard, we look forward to building our presence and extending our proposition in the north west of England. There are exciting times ahead.”
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