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… Read more
Proposito Team 25th April 2019 How to make important financial decisions Making important decisions, especially money decisions, requires a lot of mental space. According to some new research, more than four million of us lack the mental space needed to make the… Read more
Russell Haworth 5th February 2019 What will you do when you retire? Time is your most valuable resource, so it’s important that you spend it well. We discuss how you can best explore your goals for retirement through financial planning. Read more
Huw Jones 4th February 2019 Find your State Pension Age Recently state pension age has been increasing in the UK and now it is the same for men and women. State pension age is currently increasing from 65… Read more
Russell Haworth 2nd January 2019 When can I retire? We explore the factors that affect your retirement age and reveal the question you really ought to be asking instead. Read more
Russell Haworth 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… Read more
Proposito Team 23rd April 2017 4 tips for a successful exit strategy Exiting your business whilst ensuring the success of both your company and personal finances can be tricky. Here are a few things you may wish to consider. Read more
Huw Jones 16th September 2016 Preparing for financial independence What is Financial Independence? When an individual prepares for retirement they may not realise it but they are actually getting ready for an important event. This event forms… Read more
Russell Haworth 25th August 2016 If I had my life over If I Had My Life Over I’d dare to make more mistakes next time. I’d relax. I would limber up. I would be sillier than I have this… Read more
Russell Haworth 17th August 2016 Initial Findings – Any Surprises? For the first of my updates I thought it would be good to highlight some of the key initial findings from the research and interviews that I have conducted…. Read more