We pride ourselves on the quality and expertise of our small, yet highly effective team. Our advisors offer a wealth of expertise built up over many years and their knowledge is backed up through industry recognised financial planning qualifications.They are ably supported by our efficient and customer focussed paraplanning and administration team.
Huw Jones – Senior Partner/ Financial Planner
MA (Cantab), PGCE, Dip PFS, Certs CII (MP & ER)
Huw is a founding partner of Proposito Financial Planning and is responsible for strategy and business development. He has worked in the Financial Services industry since 1999 years and holds the Diploma in Financial Planning, including advanced qualifications in Taxation and Trusts, investment planning and pensions.
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Richard Witcombe – Senior Partner/ Financial Planner
Richard is the founding partner of the company and has over 33 years experience in financial services. His strength lies in building a unique open relationship with his clients, ensuring they are completely satisfied that their finances are in the best possible hands.
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Sarah Kearsey – Senior Paraplanner
Sarah joined the team in 2008 as Office Manager and Paraplanner. Her day to day role as a Senior Paraplanner involves analysing client data, researching financial products, developing recommendations for clients, and building complex financial plans. Working closely with Huw and Richard, she ensures that Proposito Financial Planning provides its’ clients with an exceptional level of service to ensure their unique financial objectives are met.
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Sarah Sillars – Accounts Manager
Sarah joined us in September 2008 now oversees all aspects of our accounts and administration functions.
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Joanne Jones – Marketing Manager
Jo joined us in August 2009 as Marketing Manager with the task of reviewing and developing our marketing strategy. She has responsibility for running our events, PR, advertising, digital marketing and social media strategies as well as the website and all other marketing related activities.
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Debbie Windsor – Administrator
Debbie joined us a part time administrator in 2004 having previously worked with Richard in Cardiff. She works from home and is based in the Vale of Glamorgan.