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 Wills – why do we need them?

You may already have a Will, or you’re in the process of creating or updating it.  In which case well done, go to the top of the class!…

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Jade Shelton 4Forty4 – New Video Series

Welcome! This is the very first in our new video series of 4 at 4Forty4. We will be releasing a video at 4:44PM on the fourth Friday of…

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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