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?

Huw Jones History Repeating Itself

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these…

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Huw Jones Huw’s Done it Again!

Huw’s done it again. We’re delighted to confirm that Huw has successfully been awarded ISO 22222 Personal Financial Planning – requirements for personal financial planners by Standards International…

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Huw Jones BS8577 – again

We’re delighted to announce that Proposito Financial Planning has been awarded BS 8577 – again! BS8577 is the framework for the provision of financial advice and planning services…

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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 0345 345 3536