Progeny – the independent financial planning, investment management, tax and legal advice firm – has extended into the Scottish private legal sector with the arrival of solicitor, Stuart Easton, into the business.

Having run his own specialist law practice for many years, Stuart brings a wealth of knowledge and experience in Wills, Powers of Attorney, Trusts, Executries and estate planning and will help to extend Progeny’s offering in these areas in Scotland. While based in Glasgow, Stuart will also work closely with Progeny’s financial planning and wealth management team in Edinburgh in providing a joined-up professional advisory service for Scottish clients.

Stuart said: “I am delighted to be joining the team and I’m looking forward to helping to build Progeny’s unique proposition in Scotland.

“Traditionally, many of my clients have been referrals from third parties so I’m well experienced in working with financial advisers and their clients in ensuring they have the correct legal foundations in place to manage their estates and preserve their wealth.

“In addition, many of my legal clients will have a need for financial planning and investment management support alongside the legal advice. Working with Progeny will give them effective and efficient access to this wealth of expertise.”

Ian McKenzie, Associate Director in Progeny’s Edinburgh office, said: “We’re delighted to welcome Stuart to the team. His legal expertise will perfectly complement our financial planning services, enabling Progeny to further roll-out our unique proposition to Scottish clients.

Martin Hasyn, Managing Director of Progeny’s legal team, Progeny Law and Tax, said: “Stuart’s knowledge and experience of Scottish law and his specialisation in Wills, Powers of Attorney, Trusts, Executries and estate planning will help us in meeting the needs of our Scottish legal clients and in firmly establishing Progeny’s multi-disciplinary offering in Scotland.”

A positive approach

While many businesses have gone to ground during the Coronavirus pandemic, Progeny have been doing the opposite. They have been taking positive action across the business, aiming to emerge with a firm that can better service clients, continue to create jobs and support their staff, communities and charitable causes more effectively.

By recruiting or advertising for a total of 18 new team members since lockdown began, they have accelerated plans to grow the business and to increase capacity so they are available for clients whenever and on whatever platforms they require.

Speaking about how the business has responded to the unprecedented circumstances, Progeny CEO, Neil Moles, said: “The last few months have shown us that we can continue to communicate effectively and meaningfully in a virtual way. Videoconferencing eliminates the need to travel to and from meetings, guarantees end-to-end security and simplifies the logistics of juggling multiple diaries.

“This is particularly useful for us and our clients at Progeny as we are the only firm in the UK to bring together independent financial planning, asset management, tax, HR and private and corporate legal services. Videoconferencing helps us gather all a client’s advisers together easily in one ‘virtual’ room at the same time.

“Being more connected will improve client experience, enabling us to communicate with them in a more personalised way and allowing them to make informed decisions quickly and efficiently. These new ways of working are likely to become permanent features of our relationships with our clients going forward.”

Progeny is the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR and private and corporate legal services.

www.theprogenygroup.com