Progeny make double acquisition

La Salle can report that wealth management & legal advice firm Progeny Group, have acquired Buckinghamshire's Quest Financial Solutions and Sussex-based Juno Wealth Management, which sees the firm double their headcount in the process.

Businesses acquired: Quest Financial Solutions & Juno Wealth Management

Activities: Quest Financial Solutions founded by John Francis and Ian McKenary was incorporated in 2008. They offer a range of financial planning and wealth management solutions. Juno Wealth Management, founded by Derek & Tracey Evans was incorporated in 2010. They offer a range of financial planning services including life planning, cash flow planning, investments, and pension drawdown advice.
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Purchaser: The Progeny Group Limited

Activities: The company was incorporated in 2014 and is ultimately owned by Alderwood Overseas Ltd. Based in London, Leeds and Salisbury, they offer financial planning, private legal, corporate legal and asset management services.

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Additional info:

Neil Moles, managing director of Progeny Group, said: "We look forward to welcoming Quest Financial Solutions and Juno Wealth Management to the Progeny family, and adding their skills to our transparent full-service offering, providing in-house wealth and legal advisory services."

John Francis, managing director at Quest Financial Solutions, said: "Progeny's progress over the last two years has been hard to ignore, its track record of advising business owners, family wealth and individuals with complex wealth management needs aligns with our offering."

Tracey Evans, principal adviser and director of Juno Wealth Management, added: "Our existing service delivers lifetime financial planning and advice at the highest level of professionalism. Progeny has a similar long-term approach of looking to the future, identifying the trends in the way our clients are living and thereby helping them safeguard their wealth."

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