PROGENY ACQUIRES CHICHESTER-BASED CHARTERED PLANNER

Progeny Group is growing its presence in the south of England and taking its assets under management close to £7bn, with the acquisition of Chartered Financial Planning firm Lewis Brownlee Financial Services.

Established in 1990, Chichester-based Lewis Brownlee Financial Services, specialises in retirement planning, estate planning, investments and business Financial Planning. It also has a connection to accountancy firm Lewis Brownlee Chartered Accountants and relationships with local solicitor firms. It has offices in Chichester, Midhurst and Whiteley.

Lewis Brownlee director Steve Burns said: “This is an exciting time for both us and our clients. Joining Progeny will allow us to continue to flourish while remaining loyal to our founding principles and the ethics and values we have worked hard to embed in the business.”

CEO of Progeny, Neil Moles said: “Lewis Brownlee Financial Services have established themselves as a firm focused on building trusted relationships, driving up standards and providing meaningful financial planning and financial services for their clients. Their team members pride themselves on the highest levels of professionalism and integrity and so we are delighted that they will be joining us at Progeny.”

Progeny has made numerous acquisitions in recent years, including several this year.

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