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.

Read more

Planning to Retire


We help people looking to retire to plan successfully for life beyond work.

Read more

What are we saying?


Huw Jones Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbeques or other social gatherings. That is, once…

Read more
Huw Jones The financial power of women

This year marks the 90th anniversary of ‘votes for women’. Society has come a long way during this time in terms of women’s rights, however financial inequality is…

Read more

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