Expert financial planning services tailored for UK families. From retirement planning to investment strategies, we help you build lasting wealth and financial security.
Your trusted partner in building financial security for UK families since 2010
At ProGeb Financial, we understand that every family's financial journey is unique. Our team of qualified financial advisers brings over 15 years of combined experience in helping UK families achieve their financial goals.
Families Helped
Assets Under Management
Client Satisfaction
Comprehensive financial planning that puts your family's future first
Every financial plan is tailored to your unique circumstances, goals, and risk tolerance. We don't believe in one-size-fits-all solutions.
No hidden charges or surprise fees. We provide clear, upfront pricing so you know exactly what you're paying for our services.
Your financial journey doesn't end with a plan. We provide continuous monitoring and adjustments to keep you on track.
Your financial information is protected with bank-level security. We're fully compliant with UK data protection regulations.
Comprehensive solutions to secure your family's financial future
Build a secure retirement with pension reviews, SIPPs, and investment strategies tailored to your retirement goals.
Learn More →Diversified investment portfolios designed to grow your wealth while managing risk across ISAs, funds, and stocks.
Learn More →Protect your family's financial future with comprehensive life insurance, critical illness, and income protection policies.
Learn More →Minimise your tax liability with strategic planning including inheritance tax, capital gains tax, and efficient structures.
Learn More →Real testimonials from families we've helped secure their financial future
"ProGeb Financial transformed our approach to retirement planning. Their clear guidance helped us understand our options and build a strategy that gives us confidence about our future."
"The investment advice we received has exceeded our expectations. Our portfolio has grown steadily, and we feel much more informed about our financial decisions."
"Professional, knowledgeable, and genuinely caring. ProGeb Financial made complex financial planning simple and accessible for our family."
Start your journey to financial security with a no-obligation consultation