0330 038 8939
Based in Cirencester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Huw and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Huw and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Huw has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Huw has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Huw has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Huw has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Huw has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Huw has provided information on their typical fees
Huw has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Huw (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Huw
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Huw (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Huw and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 02 April 2025
Huw and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
5
Recent Client Reviews
Huw has received 5 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Huw has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 08 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Huw has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Huw has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Huw has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Huw has provided information on their typical fees
Huw has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Huw (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Huw
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Huw (based on 6 first impressions)
I'm a Chartered Financial Planner, Certified Financial Planning professional (CFP™), a Fellow of the Personal Finance Society and a Chartered Wealth Manager. As well as this, I'm also a business coach, money coach and Registered Life Planner (RLP®). Before qualifying as a financial adviser in 2001, my degree in Natural Sciences from the University of Cambridge led me to Reading School teaching maths. With a love of problem-solving and numbers, I felt drawn to the financial services profession. Fast forward to today, I now oversee the financial planning processes of Proposito. My expertise lies in the softer skills of coaching and helping my clients to identify what they really want out of life, only then will I begin to structure their money.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Huw's clients
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Adviser Disclaimer
Huw Jones is a Chartered Financial Planner, Fellow of the Personal Finance Society and director of Proposito Financial Planning Ltd who are authorised and regulated by the Financial Conduct Authority.