Proposito Financial Planning

At Proposito, we're Chartered and Accredited Financial Life Planners dedicated to helping our clients in the Cotswolds and beyond achieve a life full of meaning and happiness. With over two decades of experience, our team of experts will guide you through the complexities of financial planning, ensuring you achieve your goals and live the lifestyle you desire.

Our Vision, Mission, and Values

Our vision is to empower our clients to make informed financial decisions that align with their values and goals. Our mission is to provide personalized, purposeful, and intentional financial planning that helps our clients achieve financial security and peace of mind. We value the trust our clients place in us and strive to deliver exceptional service, expertise, and care.

What We Do

We offer a comprehensive range of financial planning services designed to help you navigate life's milestones and challenges. Whether you're approaching retirement, divorcing/separating, bereaved, or at a career crossroads, we'll provide expert guidance to help you make informed decisions about your financial future. Our services include:

• Retirement planning: We'll help you plan for a comfortable and secure retirement, ensuring you have enough to live the lifestyle you desire.
• Investment management: Our expert investment advice will help you grow your wealth and achieve your long-term goals.
• Tax planning: We'll help you minimize your tax liability and maximize your returns.
• Inheritance planning: We'll guide you through the complexities of inheritance tax planning, ensuring your loved ones are protected.
• Financial guidance: Our team will provide personalized financial guidance to help you achieve your goals and aspirations.

Meet Your Team

Our team of experienced and qualified financial planners, paraplanners, and administrators are committed to delivering exceptional service and expertise. Meet Huw Jones, our Director and Chartered Financial Planner, Jade Shelton, our Financial Planner, Sarah Egan, our Paraplanner, and Anne Manning, our Administrator. Our team will work closely with you to understand your unique needs and goals, providing tailored financial planning solutions to help you achieve success.

Resources

Stay up-to-date with the latest news, insights, and expert advice from our blog. Read our client testimonials, watch our videos, and access our resources to help you navigate the world of financial planning.