Originally called Richard Witcombe Financial Advisory Services and based just outside Cardiff in the Vale of Glamorgan, we relocated to Malmesbury, Wiltshire in 2006. At the start of 2011 we re-branded and our name changed to Proposito Financial Planning. Proposito, which has it’s origins in Latin and means intention, aim or purpose, better reflects the services we provide to our clients and further establishes ourselves as a forward thinking company offering straightforward, high-quality, professional financial planning and investment advice.
We take an academically grounded approach to our advice, and in combination with the wealth of expertise offered by our team of advisors, we are confident that we can offer the best possible service and support. In addition, by building an open and transparent, fee paying relationship with our clients, they can be assured that we are free from the potential for bias associated with a commission based service.
We work with individuals from all walks of life, as well as trustees and small business owners across Wales and the South of England.
Taking the next step…
If you would like to learn more about Proposito and take the first step towards improving your finances, please don’t hesitate to contact us on 01666 861194 or email firstname.lastname@example.org. We are happy to arrange an initial meeting (at our expense and without obligation) to explore whether our service can be of benefit to you.