Comprehensive Financial Services for UK Families

From retirement planning to investment management, our expert team provides personalized financial solutions to help you achieve your family's goals.

500+ Families Served
£50M+ Assets Under Management
15+ Years Experience

⚠️ Important Risk Warning

The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.

  • Past performance is not a guide to future performance
  • Pension and investment values can fluctuate and may be worth less than the amount invested
  • Tax treatment depends on your individual circumstances and may be subject to change in future
  • Different types of investment carry different levels of risk and may not be suitable for all investors
  • Where investments are made in overseas securities, changes in currency exchange rates may affect the value of your investment

Professional Advice: ProGeb Financial Ltd provides advice only after understanding your individual circumstances, needs and objectives. All recommendations are tailored to your specific situation and risk tolerance. We strongly recommend seeking professional financial advice before making any investment decisions.

Retirement Planning

Build a secure and comfortable retirement with our comprehensive pension planning services.

What We Offer

  • Workplace Pension Reviews and Optimization
  • Self-Invested Personal Pensions (SIPPs)
  • Pension Transfer Analysis
  • State Pension Maximization
  • Retirement Income Planning
  • Annuity vs Drawdown Analysis

Benefits

Tax-efficient savings strategies
Maximize employer contributions
Regular portfolio reviews
Retirement income forecasting
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ISA FUND ETF

Investment Management

Build and grow your wealth with diversified investment portfolios tailored to your risk profile and financial goals.

Investment Solutions

  • ISA Portfolio Management (Stocks & Shares ISAs)
  • General Investment Accounts (GIAs)
  • Diversified Fund Selection
  • ETF and Index Fund Strategies
  • ESG and Sustainable Investing
  • Regular Portfolio Rebalancing

Investment Benefits

Professional portfolio management
Risk-adjusted returns
Tax-efficient investing
Regular performance reporting

Life Insurance & Protection

Protect your family's financial future with comprehensive life insurance and protection policies.

Protection Services

  • Life Insurance (Term & Whole of Life)
  • Critical Illness Cover
  • Income Protection Insurance
  • Family Income Benefit
  • Mortgage Protection
  • Business Protection Insurance

Protection Benefits

Family financial security
Mortgage protection
Income replacement
Peace of mind
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Tax Planning & Advice

Minimize your tax liability and maximize your wealth with strategic tax planning tailored to UK tax legislation.

Tax Services

  • Income Tax Planning and Mitigation
  • Capital Gains Tax Optimization
  • Inheritance Tax Planning
  • Dividend Tax Strategies
  • Annual Allowance Planning
  • Tax-Efficient Investment Structures

Tax Benefits

Reduced tax liability
Wealth preservation
Inheritance planning
Compliance assurance

Ready to Secure Your Financial Future?

Book your free consultation today and discover how our expert financial planning can help your family achieve its goals.

Get Free Consultation Call +44 20 3456 7890