Providing purposeful financial planning services since 1998.

Proposito Financial Planning was originally known as Richard Witcombe Financial Advisory Services, founded in 1998 by Richard Witcombe and based just outside Cardiff.

Richard was joined by his son, our principal Financial Planner Huw Jones, in 1999.

We relocated to Malmesbury, Wiltshire in 2006. In 2011, we re-branded, changing our name to Proposito Financial Planning.

The term Proposito has its origins in Latin and means intention, aim or purpose. We believe this reflects the services we provide to our clients: financial planning that is purposeful and intentional, with your goals and best interests at heart.

We are a forward-thinking company offering straightforward, high-quality, professional financial planning and investment advice. Our team’s extensive experience and knowledge means that we have a track record of providing the best possible service and support to our clients.

Fixed and fair fees


We charge fixed, fair fees that are agreed in advance; the amount we charge does not depend on your level of wealth.

Positive outcomes


We focus on helping you to achieve your dreams and plan for a future that is fulfilling and rewarding.

Collaboration


Collaboration is at the heart of how we work together. We work with you to obtain what you need to achieve success.

Learning and improving


We are avid learners, as is reflected in our accreditations. We are constantly looking at ways we can improve our service.

Over the years, we have received several prestigious accreditations:

Chartered Firm of
Financial Planners

In 2014 we became a firm of Chartered Financial Planners after meeting rigorous criteria relating to professional qualifications and ethical practice. We are one of the UK’s leading firms, wholly committed to providing you with the best possible advice, service and support.

British Standard in
Financial Planning

In 2014 we were awarded the British Standard in Financial Planning (BS8577). We were in the first 15 UK firms to receive this award, a new standard that assesses and rewards financial planning firms who can demonstrate that they deliver a first-class service to their clients.

Accredited Financial
Planning Firm Status

In 2015, we became an Accredited Financial Planning Firm. Awarded by the Chartered Institute for Securities & Investment (CISI), this means that having successfully undertaken a rigorous accreditation process and offer a financial planning service which meets the highest standards.

Find out more about how working with a Chartered firm will benefit you.

Click here