Who are we?


We are Chartered Financial Planners, based in Gloucestershire and Somerset.

Why Proposito?


The term Proposito has its origins in Latin and means intention, aim or purpose. We believe this reflects the services we provide to our clients: financial planning that is purposeful and intentional, with your goals and best interests at heart.

Family Business Owners


We work with business owners to plan for the next phase of their life and achieve harmonious successions or exits.

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Planning to Retire


We help people looking to retire to plan successfully for life beyond work.

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What are we saying?


Proposito Team Minety Festival

We were delighted to be one of the sponsors of the Minety Music Festival for a second successive year last weekend (29th June 2018 – 1st July 2018)….

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Who are we?


Russell Haworth Chartered Financial Planner Meet Russ
Sarah Egan Paraplanner Meet Sarah
Huw Jones Chartered Financial Planner Meet Huw
Sarah Sillars Finance & Administration Meet Sarah

Talk to us now on 0345 345 3536