Proposito Financial Planning Ltd

19/12/2025

29/08/2025

Happy Birthday to our great team member Anne!

29/08/2025

Happy Birthday to our great team member Anne!

03/07/2025

We are proud to be one of the sponsors for Minety Music Festival which starts today!

30/08/2024

Are you on track for financial freedom? 🎯 Measuring your progress is key to achieving your retirement goals. Here are 6 important numbers to track:

1. Wealth window
2. Savings percentage
3. Stock investment percentage
4. Retirement income needs
5. Retirement income gap
6. Income protection

Regular check-ins can help you avoid common financial mistakes and stay on course. Remember, successful investing is like flying a plane - constant adjustments are needed to reach your destination!

For more on this watch our 📹 video on this here https://youtu.be/ISo7AwnWTiE or 📖 read our blog here https://proposito.co.uk/how-to-measure-retirement-progress/.

If you're wondering if you're going to be OK in retirement you might want to review the metrics you measure to monitor progress towards your retirement.You c...

09/08/2024

🌟 Financial planning isn't just about money; it's about achieving your life goals before time runs out! ⏳

Time and money are similar - you choose how to spend them, but you can only spend them once. Unlike money, you can't make more time. We have one life, and it's not a rehearsal.

Financial planning helps you understand what a fulfilling life looks like and how to fund it. It's not just pensions, investments, or insurance. It's about ensuring you have the right money at the right time for what you need to do.

The big questions: "How much is enough?", "Will I be okay?", "Will my family be okay?" These provide peace of mind.

Don't leave your loved ones without enough money or miss out on life experiences. Reflect on your life, focus on what you did, not what you missed. Enjoy passing wealth to your children while you're alive to see them benefit.

A true financial plan requires detail. It answers deep questions about a fulfilled life. Most think they know, but often need help to articulate it.

Haven't completed our free financial planning scorecard yet? It helps you see how confident you are about your financial future and rates your current planning situation. It takes less than two minutes and is free. No email needed unless you want your report or to share your score.

Click the link to find out your financial planning percentage!

27/06/2024

Planning for the future? Remember to consider your bucket list! Financial planning isn't just about saving, it's about living your dream lifestyle without fear of running out of money.

Your bucket list is a vital part of your financial plan. Don't wait until retirement to start crossing off items - the time to start is now! Watch our latest video; What's on your bucket list?

14/05/2024

We are so incredibly excited to announce that Proposito are a finalist of the Money Marketing Awards in the 'Small Advice Firm of the Year' category 🎉

This is huge for us and is a testament to all the hard work we have been putting in over the last 12 months and beyond.

Thank you to everyone who has played their part in getting us to this point. We are so grateful for you all ✨

We would like to wish everyone else the best of luck and we look forward to meeting you all on the awards night 🥂

12/01/2024

The age you can access your personal pension benefits is increasing from age 55 to 57 i.e., 10 years before state pension age. ‼️

Now, we don’t want to confuse this with any increase to state pension age, because that’s not what this is about. ❌

We are PURELY talking here about the minimum age you can access your personal pension benefits within your personal pension schemes.

Watch the FULL YouTube video here 🎥: https://youtu.be/lswo5tTZuwI

Let us know what you think in the comments 👇🏽👇🏽👇🏽

*This is for information only and does not constitute as financial advice. Please seek advice from a regulated professional before making any arrangements*