About Proposito Financial Planning
Proposito Financial Planning are Chartered and Accredited Financial Life Planners dedicated to helping clients in the Cotswolds and beyond achieve their financial goals. With an impressive 4.9 out of 5 rating from 228 client reviews, Proposito has built a reputation for delivering exceptional, personalised financial planning services. The firm takes its name from the Latin word for 'purpose', reflecting their commitment to understanding what truly matters to each client and creating bespoke financial strategies that align with individual life goals. Their approach goes beyond traditional financial advice, focusing on life planning that considers not just wealth accumulation, but the values and aspirations that make life meaningful.
Based in the historic Corn Hall in Cirencester's Market Place, Proposito serves clients across Gloucestershire and the wider Cotswolds region. Their team of Chartered Financial Planners holds some of the highest qualifications in the industry, including CFPā¢ certification and Fellowship of the Personal Finance Society. The firm specialises in retirement planning, investment management, pension advice, and comprehensive wealth management for individuals and families. Operating on a fee-only basis ensures their advice remains completely independent, with no hidden commissions influencing recommendations.
Clients consistently praise Proposito for their thorough, thoughtful approach and ability to explain complex financial concepts in accessible terms. The firm regularly collects feedback through Google and Facebook reviews, demonstrating their commitment to transparency and continuous improvement. Whether you're planning for retirement, consolidating pensions, or seeking holistic wealth management advice, Proposito's combination of technical expertise, genuine care for clients, and local Cotswolds knowledge makes them an excellent choice for your financial planning needs.
Fee Structure
Proposito Financial Planning operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
š” Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.