progeny logo


Capital and Trust - November 22, 2022 - 0 minute read

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.

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

progeny logo

Talk to us now

If you have seen enough and you know that we are the right team for you, then give us a call on 0207-043-4300 for a free confidential informational discussion or fill in our form.

Make a confidential enquiry

Please fill out the questionnaire below and a broker from your region will give you a call or email depending on your preference.

Reason for contact

Lorem ipsum(Required)

If option (A) select reason:


If option (A) & (B) please fill out the following: