Huw Jones History Repeating Itself

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these…

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Huw Jones Huw’s Done it Again!

Huw’s done it again. We’re delighted to confirm that Huw has successfully been awarded ISO 22222 Personal Financial Planning – requirements for personal financial planners by Standards International…

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Huw Jones BS8577 – again

We’re delighted to announce that Proposito Financial Planning has been awarded BS 8577 – again! BS8577 is the framework for the provision of financial advice and planning services…

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Huw Jones Hello Jade

Say Hello to Jade. It only feels like last week, but it’s nearly 3 months since she  joined us. She has settled in really well and is a…

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Huw Jones 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…

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Huw Jones 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…

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Huw Jones We’ve been planning

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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Huw Jones Pension Cold Call Ban

A new law has come into force which makes it illegal for companies to cold call about pensions. The ban on unwanted, unsolicited phone calls to people about their pensions…

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