Huw Jones 4th September 2018 Job Vacancy: Financial Services Administrator We have a job vacancy for an experienced Financial Services Administrator to work in our Cirencester Office. This role is full time however we will consider a part-time… Read more
Russell Haworth 15th August 2018 International Family Business Qualification for Russ Russ Haworth, our Taunton based Chartered Financial Planner, has been awarded the Certificate in Family Business Advising (CFBA) by the US-based Family Firm Institute. The award for Russ… Read more
Proposito Team 10th July 2018 Minety Festival We were delighted to be one of the sponsors of the Minety Music Festival for a second successive year last weekend (29th June 2018 – 1st July 2018)…. Read more
Russell Haworth 22nd May 2018 Minimum pension contributions rise: what do you lose by opting out? What does £98,000 mean to you? For some, that’s the deposit on a new house, for others it’s financial security and the knowledge that they will not have… Read more
Russell Haworth 22nd April 2018 Are you in a financially compatible relationship? …And does it matter? Almost two thirds (60%) of people believe that financial compatibility is one of the most important factors in a successful relationship, according to Scottish Widows. But what is… Read more
Russell Haworth 22nd March 2018 Giving money to charity? Six mistakes to avoid As a nation, we gave over £9 billion to charity in 2017. (Source: Charity Aid Foundation) In addition, 53,000 legacies were left, totalling £1.4 billion (Source: Legacy forecasting)… Read more
Russell Haworth The tax man received over £5 billion last year, don’t leave him an inheritance Would you prefer the money you leave behind to go to your loved ones, or the tax man? Last year, over £5 billion was taken from people’s estates… Read more
Russell Haworth Retirement planning: Will you have enough to live comfortably when you give up work? If you have recently been automatically enrolled into a workplace pension, you should be feeling happy with yourself, staying opted in, making contributions and building your pension fund… Read more