Meet our Founder, Director and Senior Financial Planner, Huw.
Our Director and Senior Financial Planner Huw is a Chartered Financial Planner, Certified Financial Planning professional (CFP), a Fellow of the Personal Finance Society and a Chartered Wealth Manager. He is a business coach, money coach and Registered Life Planner (RLP).
Before qualifying as a financial adviser in 2001, Huw’s degree in Natural Sciences from the University of Cambridge led him to Reading School teaching maths. With a sharp eye for detail, fantastic analytical skills plus a love of problem-solving and numbers, Huw felt drawn to the financial services profession. He qualified as a Financial Planner in 2001.
Today, Huw oversees the financial planning processes of Proposito. His expertise lies in the softer skills of coaching and helping his cleints to identify what they really want out of life. only then will he begin to structure their money.
CityWire: Huw Jones lines up Proposito Financial Planning’s goals
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.
He also 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. Married to Jo, they have two sporty children.
All financial advisers in the UK must 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 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
Award in Long Term Care Insurance
Certificate in Coaching and Mentoring for Professionals
Registered Life Planner
Talk to us now on 01285 708444
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