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During the autumn last year, we decided that we would like to work closely with a charity during 2021.  We have chosen to work with The Churn Project who are a local charity based in Cirencester.  You may have read in our December 2020 newsletter

As 2020 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, there

Welcome to Proposito’s new home! As mentioned in December, we have officially moved!  This is an extremely exciting time for us and we look forward to welcoming you here.  We have made loads of progress on making it look like Proposito’s office – but there is still a little bit

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. Let us know if you’d like a look at a copy as we have a few spares. At the core of the EOS are three

As 2019 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

The sooner you face the challenges of succession planning, the sooner you will overcome them. We discuss how to start the process.

We are often asked ‘When is the best time to start succession planning?’ and typically my answer is ‘a long time ago’! More often than not the issue of succession planning is ignored and then only dealt with at a pain point such as the sudden death or a diagnosis

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

Almost two thirds (60%) of people believe that financial compatibility is one of the most important factors in a successful relationship, according to Scottish Widows. But what is financial compatibility? Like any part of a relationship, financial compatibility is multi-faceted and will look different for every couple.

Read our summary of the autumn 2017 budget’s main points.

Read the summer roundup from our experts and thought leaders here at Proposito.

Read more about the third stage of our approach to evidence-based investing.

Some people are apprehensive about employing a Financial Planner such as ourselves. In this blog we address common challenges and debunk the myths.

Spring Budget Summary 2017 This time last year Philip Hammond was the Foreign Secretary: then came Brexit, Theresa May as Prime Minister, George Osborne’s opportunity to spend more time with his family – or on the after-dinner speaking circuit – and Mr Hammond’s move into 11 Downing Street. He

We are firm believers that people should die with memories rather than regrets, but all too often we speak to people who have regrets about the length of time it took to realise that life is short, that their health is precious and that time is their most valuable