Our clients say…

If you are happy with the service we have provided then please let us know. Getting feedback is important to us in ensuring that we can continually improve our service to you and meet your needs as often as they may change. Please send any feedback by clicking HERE.

Here are some comments from a selection of our clients

 Having been a client and friend for over thirty years I have always been treated with consideration and professionalism. Long may it continue.
D. Carpanini, Mid Glamorgan

For anyone wanting to obtain superb financial planning and investment advice from a very capable and efficient team, then I can recommend Proposito Financial Planning. I have known the Senior Staff for a great number of years and have always been impressed by their sound and honest advice, given in a friendly manner. The service is always excellent and delivered in the same friendly manner. I have no hesitation in recommending the company to anyone wishing to discuss their future investment planning.
R Stinchcombe – Port Talbot.

May I say how pleased I am to be with Proposito Financial Planning. With your excellent service and financial expertise I feel my investments with you are safe and secure. The service is first class.
W.J.Weldon – Vale of Glamorgan

During a fund-raising round for www.PrivateFly.com we contacted a wide selection of companies to enquire about ‘Key Man’ insurance. Proposito Financial Planning was not only the most professional and fastest service but they also delivered the most cost effective solution.
A.Twidell, CEO – Private Fly

A very objective, comprehensive service that was well explained. Very pleased with outcome and ongoing service.
A. Lyon, Edinburgh

Having had some negative thoughts about financial planning, Huw has dispelled these by his professional and personable manner.
J.Hooper, Gloucs

Thanks to you and everyone for looking after my finances.
S.Lewis – South Wales

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