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We’re delighted to announce that our new Chartered Financial Planner, Russell Haworth, has joined us from Albert Goodman, an accountancy firm in the South West, where he worked as one of their senior consultants. Russ almost fell into financial planning by accident when he was told by his

We are delighted that Proposito Financial Planning has been awarded British Standard BS8577. This comes after our award of Chartered Financial Planners status by the Chartered Insurance Institute last month (see HERE). Launched in 2012, BS8577 assesses whether a firm can consistently deliver a first

We’ve had a busy 2014 creating new financial plans and reviewing the existing ones for our clients. But on top of that, behind the scenes, we’ve been working really hard on a very big project.  When I say big I mean MASSIVE. It’s resulted in significant changes to the way

Over the past few months we have noticed an increase in the number of occasions where the office has been unmanned. At times this is unavoidable, for example between 10.00am and 11.30am on a Monday when we have our weekly team meeting. To ensure that we never miss a

My son is about to end the first term of another pivotal year  in school. In 9 months time he’ll be sitting the entrance exam for some of the Gloucestershire grammar schools (it’s comprehensive schools just over the border here in North Wiltshire). Anyway, the preparations are well under way.

To borrow from the opening line of Dylan Thomas’ Under Milk Wood: ‘To begin at the beginning’. But where exactly is that? When it comes to financial goal setting most people will plan backwards. They will establish how much spare capacity they currently have and work forward from there.

I’ve just spend the morning with a client. Nothing unusual there you might think but it wasn’t the typical review meeting. That’s because the subject of the meeting wasn’t his finances but the Proposito Financial Planning annual review document! The client in question is an experienced scientist and has just

We take data security very seriously. We have to. During the normal course of the financial planning process we process a significant amount of sensitive and confidential data. In the wrong hands this data would be almost priceless. That’s why we have a stringent and robust security policy which is reviewed,

Back to work after lunch….the eyes are feeling heavy…concentration is not great… I need a cup of coffee to perk me up. Looks like I’ve hit the universal phenomenon known as the “post lunch dip”. Its a normal response  for us humans with the internal rhythms of our body  calling out

We have always considered ourselves a sporty bunch at Proposito Financial Planning, but it was good to see us hit the big time in the New Model Advisor Athletes – Top 10 Sporting IFAs. As a kick off to what is hopefully a great sporting year for the country,

Having a former Olympian in the office is cool.  But things have just got a bit more exciting in the run up to London 2012 for Proposito’s marketing manager Joanne Jones. Joanne was a member of Great Britain’s synchronised swimming team at the 1988 Olympics in Seoul. However, she has just

Today I spent a few minutes looking at our digital reach dashboard.  This shows us what’s hot and what’s not in our online channels in the last month.  The numbers from July made some interesting reading… 24.3% of traffic from Google were from people looking for us – Proposito

Last week I was lucky enough to attend the Nucleus Investment Academy  in the City of London. In case you are unfamiliar with Nucleus, they are a whole of market wrap platform provider – i.e. somewhere to hold client investments. What this means is they have access to almost any investment tradable in

Proposito Financial Planning have been named as one of Constant Contact’s All Stars for 2010. Proposito are part of a prestigious list of companies recognised for their outstanding email marketing practices in the past year.  Constant Contact is an email marketing company that provides marketing tools to more than 400,000

Every now and again something happens which acts as a timely reminder of why we do what we do. I received an unexpected phone call earlier this week from a client’s wife. Without any form of introduction her opening words were “Giles said if anything happens to me, just