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?

Huw Jones Three tips for change

Ever made a New Year’s resolution that has bitten the dust before February? I have. It seems we are not alone. Most people fail at trying to make…

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Jade Shelton Nucleus Go – The Launch

Since November 2018, Nucleus have been working behind the scenes on re-vamping their client site. This new interface will enhance the user experience, making it much simpler and…

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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
Jade Shelton Administrator Meet Jade

Talk to us now on 0345 345 3536