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 The Budget 2021 – A Summary

The Budget saw a raft of announcements affecting people and businesses alike, but it was what the Chancellor didn’t do rather than what he did do which is likely to have the biggest impact on individuals.   Below we have…

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Jade Shelton Watch out for scammers

Scammers are sadly still at large and despite the current climate, it’s sad to believe that there are still people out there who insist on exploiting innocent people for their own gains.  Take care…

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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