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?

Russell Haworth What will you do when you retire?

Time is your most valuable resource, so it’s important that you spend it well. We discuss how you can best explore your goals for retirement through financial planning.

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Huw Jones Find your State Pension Age

Recently state pension age has been increasing in the UK and now it is the same for men and women. State pension age is currently increasing from 65…

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Huw Jones New Skills for Huw and Russ

Expect a few more probing questions in your annual refine meetings in 2019. Both Huw and Russ have beefed up their skill set. Russ now holds the Advanced Certificate…

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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