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?

Proposito Team Pandemic hits Christmas Index

PNC have created their Christmas index every year since 1983. It’s a light-hearted take on the more traditional Consumer Price Index. The PNC index evaluates the changing costs…

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Jade Shelton Office Opening Hours 2020

Well… 2020 has been quite the year and we here at Proposito Financial Planning are most certainly looking forward to Christmas.  Whilst this year will be very different to other years, we are…

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Jade Shelton Charity 2020

As 2020 draws to a close, we’ve been thinking long and hard about our charitable donation for the year. For those of you who don’t know, instead of…

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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