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Over the last couple of months, we as a team have been sharing with you our experiences with money and how it has helped shape how we approach money. You will discover that none of us have been perfect (we are human after all), but we’ve found ways that didn’t

With the addition of our new team member in April, we recognised the need to capture the essence of our team once again, and the timing couldn’t have been better. Fortunate enough to be blessed with great weather, we embarked on a journey through the Abbey Grounds park, which conveniently

In the last couple of months, we as a team have been sharing with you our experiences with money and how it has helped shape how we approach money. You will discover that none of us have been perfect (we are human after all), but we’ve found ways that didn’t

As mentioned in the last couple of months, we as a team have been sharing with you our experiences with money and how it has helped shape how we approach money. You will discover that none of us have been perfect (we are human after all), but we’ve found ways

We are delighted to welcome Jake to our team as an Administrator. Jake will assist Anne with all our administration and project work, whilst learning about Proposito and the world of Financial Planning. Jake will shortly begin to answer the phone so no doubt you will get the chance

As mentioned last month, we as a team have been sharing with you our experiences with money and how it has helped shape how we approach money. You will discover that none of us have been perfect (we are human after all), but we’ve found ways that didn’t work and

🌼 SPRING BUDGET 2023 🌼 The Spring Budget saw a raft of announcements affecting people and businesses alike. The Chancellor of Exchequer, Jeremy Hunt, was clear that his mission in all the points raised today were to target growth in the economy. He claims that the UK economy will shrink

We would like to introduce you to the newest face of the Proposito Team… Meet Libby! (okay, this obviously isn’t Libby – but we currently don’t have a photo of her, so this was the best we could do)! 😃 Libby is currently undertaking a finance course at a

Over the next few weeks, we as a team are going to be sharing with you our experiences with money and how it has helped shape how we approach money. You will discover that none of us have been perfect (we are human after all), but we’ve found ways that

We have quite a structured way of running Proposito. It’s based on the Entrepreneurial Operating System (EOS) outlined in the book Traction by Gino Wickman (you can find this on Amazon). At the core of the EOS are three types of meetings: a weekly, a quarterly and an annual. The

So… it is the New Year of 2023 – and along with this time of year come the New Year’s resolutions. Would you like to exercise more, lose weight, change career or would you like to have a better handle on your finances and budgeting? Well, in relation to your

Looking back at the last 12 months, it has been a difficult year for many however we wanted to reflect on a couple of positives from this year for us.    Firstly, Anne joined us in March, taking over the administration role from Jade. Anne is likely to

As 2022 draws to a close, we’ve been thinking long and hard about our charitable donation for the year. For those of you who don’t know, instead of sending Christmas cards each year, we opt to make a charitable donation to a worthy cause. This year, we have decided to

We would like to take this opportunity to let you know about our opening hours over the Christmas period. We will be closing for Christmas at 5PM on Tuesday 20 December 2022 and re-opening on Tuesday 03 January 2023 at 9AM.  We have also taken the decision to hold

Technical Tuesday is back! This month we are looking into the state pension and how you can find out what is available to you. Knowing what your state pension will be is an important part of your retirement income planning, and now getting a state pension forecast is easier than