Who are we?

We are 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?

Proposito Team Why we Created After I’ve Gone

We were contacted by David’s only child a week after his funeral. He used to be close to Sarah but in the last few years he had become…

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Jade Shelton The importance of online security

Data security is vitally important. In the past we’ve struggled with sending documents electronically. All electronic messages and documents we send to each other should be sent securely….

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Proposito Team Life After Death

To help you plan for after your death, we’ve created a handy booklet to enable vital information to be stored in one place. It’s available for free for…

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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