» CareerProposito Financial Planning
Login to Virtual Cabinet
Login to LifePath
  • What do we do?
    • What is financial planning?
    • Who we work with
    • Family business owners
    • Planning to retire
  • Who are we?
    • History & vision
    • Our Chartered edge
    • Huw Jones
    • Sarah Egan
    • Jade Shelton
  • What are we saying?
    • Blog
    • Passle feed
    • Podcasts
  • Where are we?

Career

Huw Jones 4th September 2018 Job Vacancy: Financial Services Administrator

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…

Read more

Categories

  • After I've gone
  • Business Continuity
  • Business Owner
  • Career
  • Case Studies
  • COVID-19
  • Events
  • Exit Planning
  • Family Business
  • Financial Planning
  • Investments
  • Mindfulness
  • Money Wheel
  • News
  • News
  • Retirement
  • Reviews
  • Succession Planning
  • Tax
  • Workplace Pension Reform

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

Subscribe to our newsletter

Sign up to our newsletter and we’ll send you the latest personal finance news, along with helpful hints
and tips to help you make your money work harder for you.

What do our clients have to say?

Following an inheritance, we needed advice on how to make best use of the money. We engaged Proposito because Huw and the company had an excellent reputation, and we were not disappointed. Huw took time to understand our financial situation, our goals and aspirations, and helped us put a plan in place which would help achieve these. We are confident that, with Huw’s help, we have made good investment choices and we value the annual meetings that ensure we are still on track.

 Jo & Chris, North Wiltshire

“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

Where are we

 

Gloucestershire office

4 Dollar Street
Cirencester
GL7 2AJ

01285 708444

Social

@proposito_FP
@huw_jones
LinkedIn
Facebook

Talk to us now on 01285 708444

Copyright © 2010 – 2020 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

Complaints policy | Privacy policy | Cookies policy

A Production