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 We’re building a forest!!!

It’s no secret that the climate is in trouble.  It’s widely publicised and in order to help save this thing that we call home, we decided that we…

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Jade Shelton Christmas Opening Hours 2021

We would like to take this opportunity to let you know about our opening hours over the Christmas period. We will be closing for Christmas at 5PM on…

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Jade Shelton A look back at Proposito’s year

This has been another momentous year but, although the pandemic is still with us, we are pleased to say that 2021 has been far more positive than 2020,…

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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