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 Pension Cold Call Ban

A new law has come into force which makes it illegal for companies to cold call about pensions. The ban on unwanted, unsolicited phone calls to people about their pensions…

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Proposito Team WOW! – What a year!

As the sun sets on 2018 it’s always good fun to take a look back at the year. Wow! What a year we have had. 2018 has been…

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Proposito Team Charity Donation 2018

As 2018 draws to a close fellow financial planner Andrew Neligan, principal at Neligan Financial Planning in Devon, recently had a great idea. He created an unusual investment video….

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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