Neil Moles, CEO of Progeny, Talks About Progress, Challenges, People, Data, and Tech

Almost a year on from our first interview with Neil Moles, CEO of Progeny, we catch up with Neil again to hear about the strides Progeny are making.

We also take the opportunity to hear Neil’s views on some of the challenges that exist for the wider financial advice sector. Topics discussed include, tackling the advice gap, new entrants, consolidation of advice businesses, and the FCA’s Suitability Report. Neil also elaborates on his recent Professional Adviser article entitled ‘Delivering the service we're paid to provide’.

Neil goes on to talk about the important role that people, data, and technology play in the success of Progeny.