At Proposito Financial Planning, we think it’s important to put a face to a name. After all, we’re a team of people, who are helping other people to make important decisions about their financial future. So in this edition of Cirencester Scene we’d like to introduce you to our tremendous trio.
Meet Huw Jones, Managing Director of Proposito, who is a Chartered Financial Planner, Personal Finance Society Fellow, Certified Financial Planner and Chartered Wealth Manager
Huw likes nothing more than helping people to plan their best retirement journey, understand their money and make some big decisions. He says the thrill of seeing clients retire on their terms and enjoy an amazing retirement is what gets him out of bed.
When he’s not in work, Huw loves to get outside, either walking his dog Milo, or with Cirencester RFC Colts, chasing a rugby ball.
Meet Sarah Egan, our Paraplanner. Sarah has more than 20 years’ financial services experience, starting as an office junior and then becoming an administrator, a paraplanner, an adviser and then switching back to working as a paraplanner (which she says is the best job!). She loves gardening, the coast and photography, but hates eggs, spiders and motorway middle lane road hogs.
Last but not least, meet Jade Shelton, our trainee Financial Planner, who successfully completed her Diploma in Regulated Financial Planning this summer. Jade loves the variety of her role, as she enjoys speaking with clients but also getting into the technical side. Jade, who loves spending time with her partner, family and friends, has a winning mantra: a day without laughter is a day wasted. And Jade likes a challenge, having signed up for a half marathon and a Tough Mudder in 2022.
If you would like to chat to Huw, Jade or Sarah about retirement planning, email firstname.lastname@example.org, or call our Cirencester office on 01285 708444.