Qualifications

  • Advanced Diploma in Financial Planning
  • Financial Planning Certificates 1, 2 and 3
  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Certificate in Equity Release
  • Certificate in Mortgage Advice
  • Certificate in Financial Planning and lifetime Mortgage Activities
  • Certificate in Financial Planning and Long Term Care Insurance
  • Award in Long Term Care Insurance
  • Certificate in Coaching and Mentoring for Professionals
  • Registered Life Planner
  • Financial Coach

Huw Jones

Director and Chartered Financial Planner

Qualifications

More about me

Our Director and Senior Financial Planner, Huw, is a Chartered Financial Planner, Certified Financial Planning professional (CFP™), a Fellow of the Personal Finance Society and a Chartered Wealth Manager. He is a business coach, money coach and Registered Life Planner (RLP®).

Before qualifying as a financial adviser in 2001, Huw’s degree in Natural Sciences from the University of Cambridge led him to Reading School teaching maths. With a sharp eye for detail, fantastic analytical skills plus a love of problem-solving and numbers, Huw felt drawn to the financial services profession.

Today, Huw oversees the financial planning processes of Proposito. His expertise lies in the softer skills of coaching and helping his clients to identify what they really want out of life, only then will he begin to structure their money.

What do you enjoy most about your job?

I enjoy helping people to plan their best retirement journey, understand their money and make some really big decisions.

The thrill of seeing clients retire on their terms and enjoy an amazing retirement gets me out of bed. There’s no better feeling.

If you could give one single piece of advice to someone approaching financial planning for the first time, what would it be?

Although you do not know your future self, do something today that they will thank you for.

When you’re not at work, where are we most likely to find you?

I’m usually in a field, with either my cocker spaniel, Milo, chasing a tennis ball or with the young men of Cirencester RFC Colts chasing a rugby ball.

What one thing can you not get through your day without?

Getting outside first thing in the morning.

Tell us something people might be surprised to know about you…

I’m a failed physicist and still read and watch as much as I can about quantum theory and cosmology. It fascinates me.

Meet the rest of your team

Meet the people who will help you achieve your financial and lifestyle goals.

Huw Jones

Director and Chartered Financial Planner

Jade Shelton

Trainee Financial Planner

Sarah Egan

Paraplanner

Anne Manning

Administrator

View all