Experienced financial planner Russ Haworth has joined the team at Wiltshire-based Proposito, as the company lays the foundations for future expansion.
Russ will work alongside director and financial planner Huw Jones at the firm, which recently relocated from Malmesbury to larger premises on the outskirts of the town to give it room to expand.
Like Huw, Russ is a chartered financial planner, and the two first met at their chartered financial planner graduation day in 2013.
Prior to joining Proposito, Russ was based in Taunton with an accountancy firm’s financial planning arm and had been offered a directorship there.
“I had an excellent opportunity to stay in Taunton but I was very keen to join Proposito because I really like the way they do things here, and Huw’s ethos and mine are very similar,” he said. “Here, we are completely focused on doing things for the client, as opposed to being transaction-led.
“Effective financial planning is not about money, it’s about looking at a client’s life goals and aspirations, and money is the mechanism that helps them achieve this. As financial planners we are here to support our clients on that journey.”
Brought up in Surrey, Russ’s career has always been in finance, joining a large UK life insurance provider as a trainee and progressing to a managerial role. He became interested in a career as an independent financial adviser, so moved to an accountancy firm’s financial planning arm, training as a paraplanner then an IFA. In his next role, with a multinational accountancy company’s financial planning team, he was appointed to a panel by National Lottery operator Camelot to advise lottery winners.
Russ then set up a Bristol branch of a financial planning firm, before moving to the accountancy practice in Taunton, where he still lives with his partner Shelly and their two daughters. In his spare time, Russ enjoys running – he’s a former London Marathon participant – playing golf and entertaining his children.
Huw said Russ was a great addition to the Proposito team. “We are having a fantastic year, with our office move and a number of new accreditations, and Russ joining as he does fits perfectly with our plans to expand, while at the same time continuing to deliver the quality and bespoke service our clients have come to expect.
“Russ is a very experienced and able financial planner and I am delighted to be working alongside him.”
Earlier this year, Proposito was given accreditation by The Institute of Financial Planning, it was awarded chartered financial planner status by the Chartered Insurance Institute and also achieved BS8577, the only British Standard for financial advice and planning firms.
For further information visit www.proposito.co.uk or contact Huw Jones on 0845 345 3536
Pictured above: Russ Haworth of Proposito