Financial Planning
Creating financial peace of mind
As part of Progeny, we are able to help our clients – be they individuals, families or family businesses – achieve their financial goals, whilst building long-lasting relationships that support their wellbeing planning as life inevitably changes.
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Progeny’s holistic ‘whole of life’ approach to the delivery of professional advice and support compliments Esson & Aberdein’s holistic approach to selling property. Both businesses aim to make complex problems simple.
Being part of Progeny allows our clients across Scotland to access advice on investments, retirement planning, later-life care planning, intergenerational wealth transfer for themselves and estate planning.
