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Capital and Trust - May 31, 2022 - 0 minute read

Progeny a private equity-backed wealth manager has acquired Hampshire-based financial advisory firm Coll Perkins.

Established in 2011 by Mark Perkins, Coll Perkins is a Financial Planning firm specialising in retirement planning, multi-generational advice, and widows and divorcees, based in Fareham, Hampshire.

The deal will allow Progeny to further expand its presence in the south of England and brings its assets under management to over £3bn after making a number of acquisitions over the past year.

Mark Perkins CEO of Coll Perkins said, “joining a multi-disciplinary professional services firm like Progeny will allow the business to grow and develop, while “staying true to its values and founding principles”.

Neil Moles, CEO of Progeny, said: “They will bring new skills and expertise into the mix and the way they operate, engage with their clients and conduct business will ensure they fit right in. We are looking forward to extending our footprint in Hampshire and the south of England and to the real value that Coll Perkins will add to our proposition.”

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