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Business Continuity

Russell Haworth 24th July 2019 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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Who are we?

Sarah Egan Paraplanner Meet Sarah

Huw Jones Chartered Financial Planner Meet Huw

Jade Shelton Administrator Meet Jade

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What do our clients have to say?

“I have worked with Russell Haworth of Proposito for 12 years now, and during that time I have been given very good and professional advice.

We have regular face to face meetings including the use of their bespoke computer system showing my current and future financial positions, which I find very helpful in explaining the different scenarios for my forward planning. I have always been keen to have a low risk strategy for my portfolio, and this has always been managed to my complete satisfaction.

Russell is always ready to listen and to come up with constructive solutions for any questions that I may put to him. Proposito is a company of a size that makes it easy to speak to someone directly and, get quick answers, unlike other larger organisations.

In conclusion I would recommend anyone looking to make sound and safe investment decisions to look no further than Proposito.”

John, Bromley

“I needed a financial advisor as I was finding that my funds were just being left in bank accounts, and whilst very safe I was not achieving any growth. I do not have the personal knowledge on investment, and wanted to be able to work with a small team where I could get one on one service. I have had Financial Advisors previously from larger companies and found that staff kept changing so I never had a consistent relationship, and also they were very keen to sell me new policies to start with and then the level of service dropped off.

Russell Haworth was known to me and I liked the way he presented his recommendations. He has made me think about the investments and made me feel much more in control of my overall finances. Sitting down and actually working out how much you spend each year makes you think what you will need in the future. The computer programme which shows your income and costs year by year is brilliant, and allows you to ask the “what if” questions and get almost immediate answers.

It is great to be able to openly discuss your future plans, and it makes you think about things properly. I have been very reassured about my future, and in the event there is an unplanned change I feel confident that my finances are in safe hands.”

Adam, Somerset

“Due to the bewildering amount of financial legislation and financial planning options that seemed to be available to us when searching online we felt like we needed some guidance. For 14 years now Huw has done a fantastic job of highlighting the issues we have needed to consider (be they in relation to pensions, forward planning, investment or taxation) and presenting our various options in streamlined and coherent way. As a result of Huw’s advice we now feel on top of our finances with a secure financial future and a plan in place that is regularly revisited and revised.

Huw has also been very diligent assessing our attitudes to risk over the years and has taken that into consideration at all times when advising.

He (& Proposito) have always provided an efficient service, the staff are personable and helplful and queries are dealt with impressively quickly.”

Alison

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Gloucestershire office

4 Dollar Street
Cirencester
GL7 2AJ

01285 708444

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Talk to us now on 01285 708444

Copyright © 2010 – 2019 Proposito Financial Planning Limited. All rights reserved. This website is targeted at UK consumers only. Proposito Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find our entry on the Financial Services Register under reference 572159. Registered in England and Wales No. 07481911

Registered Office: 4 Dollar Street | Cirencester | GL7 2AJ

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