Progeny, the Leeds based Financial Planning and professional services firm, has acquired Hampshire-based Financial Planning firm Coll Perkins for an undisclosed sum.
Coll Perkins is a Financial Planning firm, which was founded in 2011, specialising in pension planning, investment planning, estate planning and insurance & protection and is based in Fareham, Hampshire.
It was founded by Chartered Financial Planner Mark Perkins, who says: “Joining a multi-disciplinary professional services firm like Progeny will allow us to grow and develop while staying true to our values and founding principles.
“It will also bring benefits of scale and scope and comes with new opportunities for our team and our clients.
“We can continue to deliver exceptional service and build long-lasting and trusting relationships, while now offering them an even wider range of market-leading services.
“The ethos of Progeny closely matches our own and we’re looking forward to the fresh potential and productive results that joining them will bring.”
Progeny chief executive officer Neil Moles, adds: “It’s a pleasure to welcome Coll Perkins to Progeny. 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.”
