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 We’ve won an award!!

We did it! We’ve only gone and won an award!   A couple of months ago we applied for the Cirencester Chamber of Commerce Business Awards.  They aim to celebrate the businesses in and around…

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Proposito Team Will Aid 2020

Have you Got a Will? It may be surprising to hear but around 56% of adults in the UK do not have a Will. You don’t get to…

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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