Who are we?

We are award winning Chartered Financial Planners, based in Cirencester.

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?

Jade Shelton Important Information

We would like to make you aware of a cyber incident that occurred on Monday 20 September 2021 and into the early hours of Tuesday 21 September 2021.   Our hosted IT…

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Jade Shelton A crypto-trading hamster?

Yep.  You heard it right.  But what does that mean I hear you ask. Well let me explain..   Two 30 year old men from Germany came up with the concept as…

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Who are we?

Sarah Egan Paraplanner Meet Sarah
Huw Jones Chartered Financial Planner Meet Huw
Jade Shelton Administrator Meet Jade

Talk to us now on 01285 708444