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 Congratulations Jade!

Over the last two years, Jade has been studying and undertaking exams for the Diploma in Regulated Financial Planning.   The qualification comprises of six modules which includes: Financial…

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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