Huw is a Chartered Financial Planner, a Fellow of the Personal Finance Society, a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered Wealth Manager.
He was also certified to ISO 22222 in December 2014 by Standards International – one of only a handful of UK financial planners to have achieved this. ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners who can demonstrate that they have the knowledge, skills, experience and ethical values to deliver a first class service to their clients. Huw has been a financial planner since 2001.
As Proposito’s senior financial planner Huw currently oversees the financial planning process and has particular expertise in taxation, investment planning and pensions.
He is a graduate of Cambridge University where he gained an honours degree in Natural Sciences before studying to become a teacher. He went on to teach A-Level mathematics in one of the country’s top grammar schools for four years before starting his financial services career.
Huw is a self-confessed “maths and physics geek”. He is married with two children.
CFPTM, CERTIFIED FINANCIAL PLANNERTM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities and Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.