Videos

Our videos are designed to provide answers to questions you may have about how to improve your financial wellbeing:

Why do you need a Chartered Financial Planner?

4 ways to improve your conversations and ask better questions - 4 Forty4

Why?

The ONE Thing - 24 Dec

Financial Independence - 23 Dec

Wealth Window - 22 Dec

Learn to say NO - 21 Dec

Credit Cards - 20 Dec

Purpose, Planning, Pensions - 19 Dec

Change "I have to..." to "I get to..." - 18 Dec

No Blame, No Shame - 17 Dec

Proposito's Elf Yourself

True Hourly Rate - 16 Dec

What is money? - 15 Dec

Savings v Investments - 14 Dec

What is an investment - 13 Dec

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

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    Registered Office: 4 Dollar Street | Cirencester | GL7 2AJ

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