Huw Jones 18th March 2019 Huw’s Done it Again! Huw’s done it again. We’re delighted to confirm that Huw has successfully been awarded ISO 22222 Personal Financial Planning – requirements for personal financial planners by Standards International… Read more
Huw Jones BS8577 – again We’re delighted to announce that Proposito Financial Planning has been awarded BS 8577 – again! BS8577 is the framework for the provision of financial advice and planning services… Read more
Huw Jones 25th February 2019 Coaching, Life Planning & Financial Planning I’m a Coach, a Life Planner and a Chartered & Certified Financial Planner. I often get asked about the differences between the three disciplines and what are the… Read more
Huw Jones End of Tax Year – Important Dates As we are fast approaching the end of tax year, we thought it would be useful to make you are aware of the important dates for additional or… Read more
Huw Jones Hello Jade Say Hello to Jade. It only feels like last week, but it’s nearly 3 months since she joined us. She has settled in really well and is a… Read more
Russell Haworth 5th February 2019 What will you do when you retire? Time is your most valuable resource, so it’s important that you spend it well. We discuss how you can best explore your goals for retirement through financial planning. Read more
Huw Jones 4th February 2019 Find your State Pension Age Recently state pension age has been increasing in the UK and now it is the same for men and women. State pension age is currently increasing from 65… Read more
Huw Jones 24th January 2019 New Skills for Huw and Russ Expect a few more probing questions in your annual refine meetings in 2019. Both Huw and Russ have beefed up their skill set. Russ now holds the Advanced Certificate… Read more