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?

Proposito Team Expression of wishes forms and why they matter

We specialise in supporting you with your retirement planning, inevitably this means focusing on your pensions. Most of you will already have pensions (perhaps several) and one thing…

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Jade Shelton Have you written your Will?

In last month’s newsletter we introduced you to our new booklet After I’ve Gone.  Some of you have requested this document and we’ve sent them out – we…

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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