Latest news

A new law has come into force which makes it illegal for companies to cold call about pensions. The ban on unwanted, unsolicited phone calls to people about their pensions follows an industry campaign to make the practice illegal. Companies breaking the new law could face fines of up

We explore the factors that affect your retirement age and reveal the question you really ought to be asking instead.

We explore how to extract value from your business progressively, tax-efficiently and in a way that could help you to achieve financial independence.

As the sun sets on 2018 it’s always good fun to take a look back at the year. Wow! What a year we have had. 2018 has been a year of fun and change in equal measure for us here at Proposito Financial Planning. We started the year in offices

As 2018 draws to a close fellow financial planner Andrew Neligan, principal at Neligan Financial Planning in Devon, recently had a great idea. He created an unusual investment video. Using different emojis, it shows various investor emotions as they ride the investment wave. Their emotions changing as

We have been extolling the virtues of a “buy and hold” approach to investing for a long time. Get the risk right at outset and invest for the long term in a portfolio of globally diversified, low cost investments. Use index tracking funds to keep the costs as low as

2018 has been quite a year and here at Proposito Financial Planning we’re all really looking forward to Christmas. A chance to spend time with friends and family, relax and perhaps indulge and reflect on 2018 as well think about all the opportunities for the new year ahead. It’s important

We have a job vacancy for an experienced Financial Services Administrator to work in our Cirencester Office.  This role is full time however we will consider a part-time role for an exceptional candidate. The ideal candidate will be a self-motivated, multi-tasker who will thrive as part of a small team

Russ Haworth, our Taunton based Chartered Financial Planner, has been awarded the Certificate in Family Business Advising (CFBA) by the US-based Family Firm Institute. The award for Russ is in recognition of his extensive professional knowledge and significant expertise, which he calls upon when advising family business owners and family

Festival in full swing We were delighted to be one of the sponsors of the Minety Music Festival for a second successive year last weekend (29th June 2018 – 1st July 2018). This year the festival, which began in 2017, had two stages hosting over 40 bands across

What does £98,000 mean to you? For some, that’s the deposit on a new house, for others it’s financial security and the knowledge that they will not have to worry about their income in retirement. For young people thinking about opting out of a Workplace Pension as a result of

Julie was in the process of divorce. Despite being a successful business owner, she was uncertain whether she was financially secure enough to retire successfully in a few years' time.

Andrew and Sarah were in their mid-50s when Sarah was diagnosed with Parkinson's disease. The couple wanted to retire soon and came to us to create a financial plan that would allow them to spend more time making memories.

John is in his mid-50s and runs a successful engineering business. He was beginning to consider the possibility of retirement, so got in touch to discuss his pension and succession planning.

Mike was the Managing Director of a manufacturing business. His high-pressure role had left him stressed, and the business was failing as a result. Mike engaged Huw as a coach to help him improve the situation.