Proposito Team Expression of wishes forms and why they matter

We specialise in supporting you with your retirement planning, inevitably this means focusing on your pensions. Most of you will already have pensions (perhaps several) and one thing…

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Jade Shelton Have you written your Will?

In last month’s newsletter we introduced you to our new booklet After I’ve Gone.  Some of you have requested this document and we’ve sent them out – we…

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Jade Shelton 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….

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Jade Shelton Market Volatility Update

It’s been over 9 weeks since lockdown was implemented in the UK. The 23rd March 2020 seems like a lifetime ago for me. A lot has happened since…

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Huw Jones Latest Market Volatility

Market volatility is inevitable because risk and return are related. The only thing we can control is how we react to it when it does. Here’s a light-hearted…

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Jade Shelton New home for Proposito

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…

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Jade Shelton Annual Team Meeting in the Trees

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…

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Russell Haworth Russ’ Life Planning Adventure

Oh what a week! This time last year Huw attended a week long training course as part of the process to become a Registered Life Planner. Well, it…

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