It’s your journey – we just provide the map.
About us
We are Chartered Financial Planners.
At Proposito, we’ve been helping clients in the Cotswolds and beyond to achieve a life full of meaning and happiness since 1998.
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.
Whether you’re looking for help planning your retirement, understanding whether your desired lifestyle is affordable, investing for the future or minimising your tax liability, we will take the stress out of managing your money.
Who we help
We help people find answers to the following kinds of questions:
Hear it from our clients
Hear from some of the people who were kind enough to share their stories.
Meet your team
Meet the people who will help you achieve your financial and lifestyle goals.
Huw Jones
Director and Chartered Financial Planner
Sarah Egan
Paraplanner
Anne Manning
Administrator
