Who are we?

We are 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?

Huw Jones Stay safe from these common scams

There’s a been big increase in the number of scams and attempted fraud at the moment. Whilst a crisis brings out the best in most people, there are…

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Huw Jones A Free Mindfulness Gift

We live in Strange Times. There’s a lot of uncertainty in the world and it’s causing a lot of anxiety. One thing that you might find helpful is…

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Huw Jones A Guide to Mindfulness

I’m going to outline what mindfulness is, what the benefits of mindfulness are and how you actually go about doing it. What is mindfulness To understand what mindfulness…

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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