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
01285 708444
huw.jones@proposito.co.uk

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.

Reviews and Ratings for Financial adviser Huw Jones, Gloucester
Statement of professional standing
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

Sarah Egan

Paraplanner

Anne Manning

Administrator

View all

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 – 2022 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
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