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?

Jade Shelton Charity Donation 2019

As 2019 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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Jade Shelton Christmas Office Opening Hours

2019 has been quite a year and here at Proposito Financial Planning we’re all really looking forward to Christmas. A chance to spend time with friends and family,…

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Russell Haworth Russ’ Life Planning Adventure

Oh what a week! This time last year Huw attended a week long training course as part of the process to become a Registered Life Planner. Well, it…

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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 01285 708444