Progeny declares acquisition of Carbon Monetary Companions

MULTI-disciplinary skilled companies agency Progeny has introduced plans to accumulate Chartered monetary recommendation agency Carbon Monetary Companions.

The deal will add £600m to Progeny’s property beneath administration.

Carbon Monetary Companions is a agency of Chartered monetary planners, with a staff of 45 workers throughout places of work in Edinburgh, Glasgow, Aberdeen and Perth.

The corporate presents a private service to purchasers with complicated monetary wants, enterprise leaders and people approaching necessary life transitions.

Carbon Financial Partners Managing Director Gordon Wilson.
Carbon Monetary Companions’ Gordon Wilson says the partnership with Progeny is the suitable match for purchasers

Gordon Wilson, Managing Director, Carbon Monetary Companions, mentioned: “Progeny share our funding philosophy and our values.

“It was important for the staff that we discovered the suitable match for our purchasers and we’ve achieved that. Combining with Progeny will assist us to take our service and recommendation providing to new ranges.”

Progeny CEO, Neil Moles, mentioned: “We’re extremely purposeful in our strategy to choosing the companies we carry into Progeny.

“We apply a set of strict standards, with a laser deal with top quality companies that add quite a lot of worth.

“Welcoming Carbon Monetary Companions to Progeny will allow us to consolidate and strengthen our present presence in Scotland and I look ahead to what we will obtain collectively for our purchasers,” Neil added.

Progeny is a B Corp Licensed agency and brings collectively Chartered monetary planning, asset administration, tax, HR and personal and company authorized companies.