Proposito Financial Planning Limited
4 Dollar Street
Cirencester
Gloucestershire
GL7 2AJ
From our base in Cirencester we help people retire successfully.
Our proven 5-step process enables our clients to create a vision of their ideal future. Wortking together, we help them create a plan for their life and their money (in that order) to make that vision a reality.
The result is a life packed with fulfillment, meaning and happiness.
Proposito Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. You can find our entry on the Financial Services Register under reference 572159. Registered in England and Wales No. 07481911
Registered Office: 4 Dollar Street, Cirencester, GL7 2AJ
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.