Huw Jones Chartered Financial Planners

We are delighted to announce that the Chartered Insurance Institute (CII) has awarded Proposito Financial Planning the prestigious ‘Chartered Financial Planners’ title. This represents a significant achievement for…

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Huw Jones Mansion tax troubles

Those owning properties worth more than £3million will be hit with tax bills starting from £10,000 under a Labour government, according to research by the Institute for Fiscal…

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Huw Jones Planning for the Future

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…

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Huw Jones What goes around

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…

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Huw Jones A disappointing second place

We were delighted – but also a little disappointed – to be recognised at a major industry event earlier in October, with a second place finish in the…

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Proposito Team Stock Market Falls – October 2014

On 3rd September this year, the FTSE 100 index briefly touched 6,898.62: this was within 52 points of the all-time high of 6,950 reached in the final trading…

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Proposito Team The Rise of the Pensioner Millionaires

More than one million pensioner households in the UK now have total wealth of more than £1m according to analysis by Prudential of the latest ONS data for…

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