Huw Jones

Accreditations

Huw Jones

FPFS, CFPTM, Chartered Financial Planner, Chartered Wealth Manager, Director

At work

Our Director and Senior Financial Planner Huw is Chartered, a Fellow of the Personal Finance Society and a Chartered Wealth Manager.

Before qualifying as a financial adviser in 2001, Huw’s degree in Natural Sciences from the University of Cambridge lead him to a Mathematics teaching role at the acclaimed Reading school. With a sharp eye for detail, fantastic analytical skills plus a love of problem-solving and numbers, Huw felt drawn to the financial services industry. He qualified as a Financial Planner in 2001.

Today, Huw oversees the financial planning processes of Proposito. His expertise lies in taxation and investment planning, particularly helping family business owners plan for their succession. He also helps people cope with significant life events such as retirement, divorce or the diagnosis of a terminal illness.

In the press

CityWire: Huw Jones lines up Proposito Financial Planning’s goals

At home

Huw’s loves are reading, rugby and ‘rithmatic! He’s restricted himself to exclusively reading fiction at bedtime however, as anything else will leave his mind whirring for hours.

Although he no longer plays or coaches senior rugby, Huw helps coach younger age groups in the sport.

Huw enjoys walking and running but has confessed his calves are no longer as enthusiastic. As a result, he has reluctantly joined the legions of Lycra-clad dads on two wheels. Huw is married with two children.

The important stuff

All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.

You can view Huw’s entry on the FCA Register by clicking here.

You can view Huw’s SPS by clicking here.

Advanced Diploma in Financial Planning
Diploma in Financial Planning
Certificate in Financial Planning
Certificate in Equity Release
Certificate in Mortgage Advice
Certificate in Financial planning and lifetime Mortgage Activities
Certificate in Financial Planning and Long Term Care Insurance
Certificate in Discretionary Investment Management
Certificate in Life & Pensions
Award in Long Term Care Insurance