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?

Jade Shelton 200,000 steps in 31 days

During our annual team meeting in January, we talked about the importance of exercise and how this has a profound impact on our daily lives.  We all decided…

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Huw Jones Latest Market Volatility

Market volatility is inevitable because risk and return are related. The only thing we can control is how we react to it when it does. Here’s a light-hearted…

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Jade Shelton New home for Proposito

Welcome to Proposito’s new home! As mentioned in December, we have officially moved!  This is an extremely exciting time for us and we look forward to welcoming you…

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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 01285 708444