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 Timing the Market

Actually it’s Time in the Market that’s important. As you know, our invest philosophy is index tracking. That means rather than use a fund manager to determine what…

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Russell Haworth Exciting News!

You may have noticed over recent weeks, months and years that both Huw and Russ have been expanding their brains and adding additional qualifications and experience to their…

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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