Private equity-backed Progeny acquires Hampshire adviser
Private equity-backed Progeny has expanded its presence in the south of England through its latest acquisition for an undisclosed sum.
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Private equity-backed Progeny has expanded its presence in the south of England through its latest acquisition for an undisclosed sum.
Private equity, use of technology in financial advice and the business of financial advice were just a few of the important topics adviser firm CEOs Keith Churchouse and Tim Sargisson addressed during an interview at PA360.
To really help a client, the adviser needs to help them understand the choices that are important, assist the client to become a better chooser, and set an example by being a better chooser themselves, writes Chris Jones
Charlie Parker, MD of Albermarle Street Partners, has said the amount of private equity money entering financial advice is “extraordinary”.
The Edit is Professional Adviser’s short, pacey highlights show for its major events like PA360.