Proposito Financial Planning
4 Dollar Street
Cirencester, Gloucestershire GL7 2AJ
Phone: 0345 3453536
Works with clients virtually
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
Money coaching, financial Life Planning, retirement coaching, sudden wealth, family business owners who are looking to plan for, and embark on, the next stage of their journey
About My Practice
Proposito has its roots in Latin and means intention, aim or purpose. The company was founded in 1998.
About Huw Jones
Huw is a money coach, Chartered Financial Planner, Certified Financial Planner, a Fellow of the Personal Finance Society and a Chartered Wealth Manager. In addition he is a Registered Life Planner. 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. 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 joined the firm in 1999 and qualified as a Financial Planner in 2001. With over 20 years as a planner, his experience has helped numerous clients trasnsition into reitement and enjoy their most fulfilling life.
Huw's expertise and experience is in 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. A qualified money and business coach, Huw is able to draw on a range of skills and experience to help clients to identify their priorities and order those priorities in a way that delivers a full and meaningful life.
Certificate in Coaching and Mentoring Chartered Financial Planner Certified Financial Planner Chartered Wealth Manager Registered Life Planner Money Coach
RLP ® Since
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