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 Minety Festival 2019

The Proposito Team were super-excited about our annual trip to the Minety Music Festival. Now in its 3rd year it ran from Friday 5th to Sunday 7th July 2019….

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Russell Haworth Succession Planning and Family Business

Succession Planning is one of the biggest challenges facing Family Business worldwide today. Over the past 40 years or so there have been some significant advances in how…

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Jade Shelton Introducing Filehaven

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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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