Proposito Dec 21: A Year in Review

The Proposito Team

This has been another momentous year but, although the pandemic is still with us, we are pleased to say that 2021 has been far more positive than 2020, certainly for the team here at Proposito Financial Planning.

Looking back at the last 12 months, we’ve reflected on four achievements which have made 2021 stand out.

First, as retirement specialists, we wanted to use video as a way of explaining our retirement planning process, and how we help people to achieve their best retirement journey. So, with the help of a filmmaker, we created an animated video and we are really pleased with the result.

We are also producing a regular series of videos called 4 at 4Forty4, each covering a different topic and with four things that we would like to share. A new one is out at 4.44pm on the fourth Friday of each month. You can find all our videos on our website at www.proposito.co.uk or on YouTube.

Second, we moved back into our Cirencester office so we could once again work together as a team. We are, however, still seeing clients remotely.

Our third achievement was our Step Challenge, to raise money for The Churn Project. We aimed to collectively complete 202,021 steps in 20 days during August and we smashed through the target!

Last but by no means least, our colleague Jade Shelton passed her financial planning exams, achieving her Diploma in Regulated Financial Planning. We are very proud of her achievement and look forward to watching her progress her career as a financial planner.

Christmas is around the corner, we’re looking forward to a short holiday, with our office closed between December 22 and January 3. We hope you have an enjoyable festive break.

If you would like to get in touch with our friendly team, email hello@proposito.co.uk, or call our Cirencester office on 01285 708444.

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