Latest news

All blog articles can be found here

7th May 2010

It’s a wrap

The launch of our new financial planning platform powered by Ascentric has generated a great deal of interest amongst our clients. The platform’s flexibility and transparency in addition to the unbiased and unrestricted choice of tax wrappers supported by a range of investments is appealing to many. Referred to
The launch of our new financial planning platform powered by Ascentric has generated a great deal of interest amongst our clients. The platform’s flexibility and transparency in addition to the unbiased and unrestricted choice of tax wrappers supported by a range of investments is appealing to many. Referred to

Read more

10th April 2010

We are RDR ready

Recent figures published by the Financial Services Authority indicate that the number of firms authorised to dispense financial advice has fallen for the fifth consecutive quarter. This is no surprise to us at Proposito Financial Planning as we identified a fundamental flaw in the traditional IFA business model many years ago. As
Recent figures published by the Financial Services Authority indicate that the number of firms authorised to dispense financial advice has fallen for the fifth consecutive quarter. This is no surprise to us at Proposito Financial Planning as we identified a fundamental flaw in the traditional IFA business model many years ago. As

Read more

9th September 2009

Planning for and protecting your family

Day 3 of Financial Planning Week and the theme is “Young Families”. Are you confident your financial planning takes into account both your own and your family’s goals. Are they adequately protected in the event of something happening to you? According to a YouGov survey commissioned for Financial Planning
Day 3 of Financial Planning Week and the theme is “Young Families”. Are you confident your financial planning takes into account both your own and your family’s goals. Are they adequately protected in the event of something happening to you? According to a YouGov survey commissioned for Financial Planning

Read more

We’ll pop the kettle on

Milk? Sugar?
What does a happy life look like to you?
We start with the most important questions. To arrange a free, informal conversation about how we can help you plan for the lifestyle you want, get in contact with our team.

    Would you benefit from some free advice? Do you want to see if financial planning is for you before you commit to it? We’re offering all new clients a 15-minute initial consultation at our expense.

    Book your meeting

    Copyright © 2010 – 2025 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

    If you wish to register a complaint please write to us at hello@proposito.co.uk or telephone 01285 708444.  A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

    4 Dollar Street,
    Cirencester,
    Gloucestershire,
    GL7 2AJ
    01285 708444 hello@proposito.co.uk
    Privacy policy Cookies policy Complaints policy
    Proposito Financial Planning
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.