Proposito Team Expression of wishes forms and why they matter

We specialise in supporting you with your retirement planning, inevitably this means focusing on your pensions. Most of you will already have pensions (perhaps several) and one thing…

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Jade Shelton Have you written your Will?

In last month’s newsletter we introduced you to our new booklet After I’ve Gone.  Some of you have requested this document and we’ve sent them out – we…

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After I've Gone
Proposito Team Why we Created After I’ve Gone

We were contacted by David’s only child a week after his funeral. He used to be close to Sarah but in the last few years he had become…

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Jade Shelton The importance of online security

Data security is vitally important. In the past we’ve struggled with sending documents electronically. All electronic messages and documents we send to each other should be sent securely….

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After I've Gone
Proposito Team Life After Death

To help you plan for after your death, we’ve created a handy booklet to enable vital information to be stored in one place. It’s available for free for…

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Jade Shelton Market Volatility Update

It’s been over 9 weeks since lockdown was implemented in the UK. The 23rd March 2020 seems like a lifetime ago for me. A lot has happened since…

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