It’s your journey – we just provide the map.

Plan your future and achieve financial security with a Chartered and Accredited Financial Life Planner.

About us

We are Chartered Financial Planners.

At Proposito, we’ve been helping clients in the Cotswolds and beyond to achieve a life full of meaning and happiness since 1998.

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.

Whether you’re looking for help planning your retirement, understanding whether your desired lifestyle is affordable, investing for the future or minimising your tax liability, we will take the stress out of managing your money.

Reviews and Ratings for Financial adviser Huw Jones, Gloucester

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We’re Chartered and Accredited

Who we help

We help people find answers to the following kinds of questions:

Can I afford to retire when I want?
Do I have enough to live the retirement lifestyle I dream of?
I’ve received an inheritance – what should I do with it?
Will divorce / separation leave me struggling financially?
Can I afford to adjust my work/life balance in the way I want?
Should I gift money to my children/grandchildren?
Can I afford to give my children a private education?
How can I reduce the Inheritance Tax bill due on my estate?
I’ve been bereaved – am I going to be financially ok?
Proposito are a real go-to organisation for everything financially that's going on in my life.

Matt
After losing my husband, Huw helped me get my finances in order.

Debbie

Hear it from our clients

Hear from some of the people who were kind enough to share their stories.

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Meet your team

Meet the people who will help you achieve your financial and lifestyle goals.

Huw Jones

Director and Chartered Financial Planner

Sarah Egan

Paraplanner

Anne Manning

Administrator

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We’ll pop the kettle on

Milk? Sugar?
What does a happy life look like to you?
We start with the most important questions. To arrange a free, informal conversation about how we can help you plan for the lifestyle you want, get in contact with our team.

    Would you benefit from some free advice? Do you want to see if financial planning is for you before you commit to it? We’re offering all new clients a 15-minute initial consultation at our expense.

    Book your meeting

    Copyright © 2010 – 2025 Proposito Financial Planning Limited. All rights reserved. This website is targeted at UK consumers only. Proposito Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find our entry on the Financial Services Register under reference 572159. Registered in England and Wales No. 07481911

    Registered Office: 4 Dollar Street | Cirencester | GL7 2AJ

    If you wish to register a complaint please write to us at hello@proposito.co.uk or telephone 01285 708444.  A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

    4 Dollar Street,
    Cirencester,
    Gloucestershire,
    GL7 2AJ
    01285 708444 hello@proposito.co.uk
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