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28th September 2020

Proposito Operations Update

Office It was announced on 23 September 2020 that ‘businesses should continue to work from home if they can’. We have demonstrated that this is viable option for us as we adapted fairly quickly to these changes when it all began earlier this year.

Office It was announced on 23 September 2020 that ‘businesses should continue to work from home if they can’. We have demonstrated that this is viable option for us as we adapted fairly quickly to these changes when it all began earlier this year.

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30th June 2020

The importance of online security

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. This means encrypted due to their sensitive nature. Actually this also applies to the documents we send each other through the post

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. This means encrypted due to their sensitive nature. Actually this also applies to the documents we send each other through the post

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20th June 2019

Russ short-listed for Podcast of the Year!

Russ has been hosting the Family Business Podcast* since he set it up in July 2017. He has been interviewing family businesses and their advisers, finding out about the challenges they’ve faced and what they’ve learned along the way. With more than 60 episodes the podcast has been

Russ has been hosting the Family Business Podcast* since he set it up in July 2017. He has been interviewing family businesses and their advisers, finding out about the challenges they’ve faced and what they’ve learned along the way. With more than 60 episodes the podcast has been

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24th January 2019

New Skills for Huw and Russ

Expect a few more probing questions in your annual refine meetings in 2019. Both Huw and Russ have beefed up their skill set. Russ now holds the Advanced Certificate in Family Business Advising from the Family Firms Institute (FFI). He is the only Chartered Financial Planner in England and Wales with

Expect a few more probing questions in your annual refine meetings in 2019. Both Huw and Russ have beefed up their skill set. Russ now holds the Advanced Certificate in Family Business Advising from the Family Firms Institute (FFI). He is the only Chartered Financial Planner in England and Wales with

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18th December 2018

WOW! – What a year!

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 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

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15th August 2018

International Family Business Qualification for Russ

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

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

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