Reviewed for
Insurance and Protection ( 1 )
Pensions ( 17 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 10 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 18 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
5 days ago
Overall
Please provide a brief comment about your experience with Huw
Attentive, professional and caring
Huw:
Thank you for taking the time to share your first impressions following our recent meeting. I appreciate your feedback, particularly noting that you felt comfortable being open about your current situation. I'm glad that you found our discussion helpful and were able to learn something about the topics we covered. It is wonderful to hear that you felt our meeting was professional, attentive and caring as these are qualities that I always strive for. I look forward to speaking with you again. Best Regards HuwReview
by a verified client in Gloucestershire
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
During divorce I needed someone I could trust to support me and help me to make sense of my financial situation.
How has Huw Jones helped you?
Huw handled my situation with a compassion I was not expecting to receive. He and his team were patient, understanding, supportive and clear with explanations and guidance, taking time to understand me as a person, offering me time and opportunity to understand my situation before I made decisions.
Have you seen the outcome you were hoping for?
Yes. I feel confident that the choices I made were right for me.
What could they have done better?
I’m pretty sure there’s nothing that was overlooked. In fact, the service I have received would be better described as ‘above and beyond’.
Huw:
Thank you so much for taking the time to share your experience. Your kind words about how we supported you during such a challenging period really mean a great deal to me and the entire team. Divorce can be an emotionally and financially complex journey, and I'm glad that you found our approach compassionate and patient. It's absolutely vital to us that our clients feel supported and understood, especially during significant life transitions. We believe that taking the time to explain things clearly and allowing clients the space to make informed decisions is fundamental to building trust and achieving positive outcomes. I'm pleased that you feel confident in the choices you've made - this is exactly what we strive for. Financial advice isn't just about numbers; it's about empowering people to make decisions that align with their personal circumstances and future aspirations. Thank you again for placing your trust in us. Best wishes, HuwReview
by a verified client in Vale of Glamorgan
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for advice when we had a lump sum of money to invest. Since then, the advice we have been given has been suited perfectly to our needs.
How has Huw Jones helped you?
Huw has always been helpful and reassuring with all his advice and he has been willing to provide further explanation whenever we have needed help and support on a range of financial matters.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
We are very happy with the service that has been provided and can’t think of any area where we have been disappointed.
Huw:
Thank you so much for taking the time to share your experience through VouchedFor. It means a great deal to receive such positive feedback about our services. I'm particularly pleased that you've found our advice to be perfectly suited to your needs, especially regarding your initial investment decisions. Your comment about the ongoing support and explanations we provide really resonates with our commitment to ensuring clients fully understand and feel confident about their financial choices. It's wonderful to hear that you're happy with every aspect of our service. This kind of trust and satisfaction is exactly what we strive for. Thank you again for your trust and support. Best regards, HuwReview
by a verified client in Bridgend
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement I needed specialist advice about investment and long term future financial planning
How has Huw Jones helped you?
I have been a client of Huw's since the inception of Proposito and Huw has always provided sound financial advice with an awareness of my personal goals
Have you seen the outcome you were hoping for?
I am aware of how volatile and uncertain financial markets are but with Huw's advice I've been able to remain calm when the markets have been uncertain
What could they have done better?
As far as I'm concerned matters are as I have hoped for
Huw:
Thank you so much for taking the time to write such a thoughtful and detailed review. It means a great deal to read about your trust in our approach to your retirement journey. Your comments about remaining calm during market volatility really resonate with me - this is exactly what we aim to achieve for all our clients. By focusing on personal goals and taking a measured, long-term approach to financial planning, we aim to help navigate through uncertain times with confidence and provide a steady hand guiding investment decisions. I'm delighted that our partnership has provided you with the peace of mind you were seeking for your retirement planning. Thank you again for your continued trust in Proposito, and I look forward to working with you for many years to come. Best wishes, HuwFirst impression
by a VouchedFor user
20 days ago
Overall
Please provide a brief comment about your experience with Huw
I originally came across Huw watching financial content on YouTube, I found Huw's channel very interesting as it mainly focused on retirement which me and my wife want to do as early as possible. After an initial call with Huw where he gave me some great pointers and was very honest about our situation. Im looking forward to working with Huw and his team in the future.
Huw:
Thank you so much for your kind words and thoughtful feedback. I'm really pleased you found our initial call helpful and honest—it’s always my goal to provide clarity and actionable insights, especially around such an important milestone as early retirement. It’s great to hear you’ve gained a deeper understanding of your options, and I’m delighted you felt comfortable sharing your situation. When the time is right, I look forward to supporting you and your wife in creating a tailored plan to achieve your retirement goals with confidence. In the meantime, do stay in touch and feel free to reach out with any questions. Best wishes, HuwReview
by a verified client in Vale of Glamorgan
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had sold a property and had a substantial amount to invest. Also, retirement was looming. I had absolutely no financial experience apart from day to day living.
How has Huw Jones helped you?
Huw has been a Godsend. His continuing advice and monitoring of my finances, including my pensions, has been invaluable.
Have you seen the outcome you were hoping for?
Very much so. I feel confident that my investments are secure. They are increasing in value. My pensions are working well for me. I feel financially secure and can rest easy at night.
What could they have done better?
Nothing.
Huw:
Thank you so much for taking the time to write such a detailed (and glowing!) review. It's heartening to read how our work together has helped you to ultimately achieve peace of mind. The transition from work to retirement can be challenging, particularly with a property sale thrown in the mix too. It's been a real pleasure to be part of your journey from having "absolutely no financial experience apart from day to day living" to feeling confident about your investments and pensions. It really exemplifies "my why" of being a financial planner. It's incredibly rewarding to know that our ongoing support has been "invaluable" and that you're now able to "rest easy at night" knowing your finances are well-managed and growing. The fact that you're feeling financially secure is exactly the outcome we strive for with all our clients. Your experience perfectly illustrates how professional financial planning can transform uncertainty into confidence and help create a stable, long term financial future. Thank you again for your trust and kind words. I look forward to continuing to support you on your financial journey. Best wishes, HuwFirst impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Huw
I contacted Huw asking for a quotation for some very specific pension allowance related information - on a topic which had been touched on in one of Huw’s excellent you tube videos - and received the information I was seeking during the initial contact consultation. Huw refused to take any payment for this. Huw was just as knowledgeable on the call as he had appeared in the videos. Many thanks to Huw for his assistance.
Huw:
Thank you so much for taking the time to share your experience with our services. I truly appreciate your kind words and am delighted to hear that you found our assistance valuable. It's wonderful to know that the information you were seeking was provided during our initial consultation. I'm glad that the specific pension allowance related information, which was touched upon in one of our YouTube videos, was helpful to you. We always strive to offer comprehensive and accurate information to our clients. If you have any further questions or need assistance in the future, please don't hesitate to reach out. Best regards, HuwFirst impression
by a VouchedFor user
3 months ago
Overall
Please provide a brief comment about your experience with Huw
Never bothered to even respond. BIG FAT ZERO IF IT WAS POSSIBLE
Huw:
Hi Mandy So sorry that you've had such a bad experience. A perfect storm of annual leave, a very full diary and a personal situation requiring urgent attention have conspired against me providing you with a more timely response. Please accept my sincere apology HuwFirst impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Huw
I met Huw 5 years ago and although I wasn't in a position to work with him then, I remembered him. As soon as I needed advice, I dropped him a note and was able to make an appointment very easily. He was personable, interested and very understanding, he instantly set my mind at ease and gave me supportive advice. I wholeheartedly recommend him.
Review
by a verified client in Rhondda Cynon Taff
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had retired and wanted to invest some of the money. I also wanted to save for my grandchildren.
How has Huw Jones helped you?
He has talked me through all options open to me and degree of risk.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. They are always available to support me.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. I note that you gave us 4 stars across all 4 categories (overall, advice, service, value). In order for us to improve the service that we provide to you, would you be able to tell us what we could do better in order to get 5 stars? I look forward to hearing from you. Kind regards, HuwReview
by a verified client in Vale of Glamorgan
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been a long term client since the business started.
How has Huw Jones helped you?
Huw has given us exceptional service in respect of all financial matters.
Have you seen the outcome you were hoping for?
We have been extremely pleased with the professional financial planning and outcomes.
What could they have done better?
Provided exceptional service.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, Huw.Review
by a verified client in Wiltshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had savings which I wanted to invest to insure of a sufficient income in retirement
How has Huw Jones helped you?
Huw has given me complete peace of mind. I also have complete confidence in the way handles my finances. He's always available to answer questions.
Have you seen the outcome you were hoping for?
Yes thank you
What could they have done better?
No.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, Huw.Review
by a verified client in Wiltshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited money from my Dad and wanted to make sure it was lookked after properly
How has Huw Jones helped you?
He has from the beginning been very thorough. Ensuring he understood my goals, I have always felt I was an individual and he has always advised not "sold". He is always clear and very much believes in giving the whole picture ensuring that both the potential up and downsides are clearly understood.
Have you seen the outcome you were hoping for?
Absolutely. Not only in terms of investment return. But in also terms of the knowledge that Huw is there to answer questions and provide support if and when needed through out the year.
What could they have done better?
Very little. Not moving further away to their new offices?
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Wiltshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous bad advice
How has Huw Jones helped you?
He has turned a bad pension into a positive outcome.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don't think they could have.
Huw:
Hello, thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Vale of Glamorgan
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Requiring help to create and build a decent pension pot.
How has Huw Jones helped you?
Provided advice and guidance regarding planning for the future.
Have you seen the outcome you were hoping for?
Ongoing but yes I believe so.
What could they have done better?
Nothing
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Cardiff
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Insufficient knowledge of my own.
How has Huw Jones helped you?
Achieved that required.
Have you seen the outcome you were hoping for?
Yes.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. I note that you gave us 4 stars across all 4 categories (overall, advice, service, value). In order for us to improve the service that we provide to you, would you be able to tell us what we could do better in order to get 5 stars? I look forward to hearing from you. Kind regards, HuwReview
by a verified client in Vale of Glamorgan
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have relied on Huw's advice for at jeast the last 15 years, and on his father's for many years before that.
How has Huw Jones helped you?
Huw has helped us to plan for our retirements, investment planning and inheritance tax issues. We have always found Huw to be clear, tinely and jargon free in advising us.
Have you seen the outcome you were hoping for?
Yes, we continue to do so, as our annual review meetings can attest.
What could they have done better?
Nothing, it is everything that we need.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in West Midlands
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to secure our financial future and was very fortunate to know Huw.
How has Huw Jones helped you?
Huw has been fantastic throughout in creating a financial plan to secure our future. He has helped us navigate the road to financial security and fulfilment understanding our needs every step of the way.
Have you seen the outcome you were hoping for?
Absolutely. We wouldn't of achieved any of these financial goals without his expertise and guidance.
What could they have done better?
Can't think of anything.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. I note that you gave us 5 stars across three of the categories (overall, advice and service), but for the 'value' category you gave us 4 stars. Whilst this is still really positive, we are really keen to improve the service that we provide to you and would be grateful if you would be able to tell us what we could of done better for you to feel the value you are receiving is 5 stars? I look forward to hearing from you. Kind regards, HuwReview
by a verified client in Vale of Glamorgan
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had some savings
How has Huw Jones helped you?
Looking after my money, peace of mind
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Herefordshire
a year ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Surplus cash needing a home
How has Huw Jones helped you?
Facilitating.
Have you seen the outcome you were hoping for?
Growth seems poor
What could they have done better?
Realistically, nothing
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. I note that you gave us 5 stars in the service category, but for 3 of the categories (advice, value and overall) you gave us 4 stars. Whilst this is still really positive, we are really keen to improve the service that we provide to you and would be grateful if you would be able to tell us what we could of done better for you to feel the advice and value you are receiving is 5 stars? I look forward to hearing from you. Kind regards, HuwReview
by a verified client in Vale of Glamorgan
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
know Hew and family many years.
How has Huw Jones helped you?
build up my pension pot.
Have you seen the outcome you were hoping for?
not yet but think going the right way.
What could they have done better?
all good.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. I note that you gave us 5 stars across three of the categories (overall, advice and service), but for the 'value' category you gave us 4 stars. Whilst this is still really positive, we are really keen to improve the service that we provide to you and would be grateful if you would be able to tell us what we could of done better for you to feel the value you are receiving is 5 stars? I look forward to hearing from you. Kind regards, HuwReview
by a verified client in Vale of Glamorgan
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Being a self employed sole trader and dealing with business financial matters, I found it particularly difficult to manage our family finances. Having been introduced to Proposito, this proved to be the best financial move we’ve ever made. Huw and the team have proven to be incredibly knowledgeable and helpful regarding all our finances, they we’re there also to support us with our retirement plans . We would certainly recommend them to anyone looking for help regarding any aspects of financial planning.
How has Huw Jones helped you?
Huw and the team have taken away All the previous stress and worry we’ve experienced sorting out our family finances .
Have you seen the outcome you were hoping for?
Overall YES. From the start of our dealings with Proposito, Huw made it perfectly clear to us that financial planning is a long term investment. He also made it perfectly clear that during times of failing stock markets the last thing you do is decide to cash in in an attempt to reduce your losses …. We have stuck with it and over time our pension pot has certainly held firm.
What could they have done better?
Nothing
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Rhondda Cynon Taff
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Long term client of Huw's along with my family looking to provide for a financially secure retirement
How has Huw Jones helped you?
Huw has helped to create a portfolio of risk appropriate assets to provide for my retirement and the needs of my family at key milestones.
Have you seen the outcome you were hoping for?
Enjoying some of those outcomes now.
What could they have done better?
Nothing springs to mind.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Cardiff
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Necessity for advice in relation to matters where I do not have sufficient financial expertise.
How has Huw Jones helped you?
Good effective advice given in understandable terms.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Cardiff
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recent receipt of legacies. Also our financial arrangements were in a muddle as I had been trying to manage them myself in a very amateurish way
How has Huw Jones helped you?
He has taught me the basics, understood our values and family set up and offered sensible advice. He was very helpful when my husband died recently.
Have you seen the outcome you were hoping for?
I feel reassured that my finances are in better order now, that Huw is there if I need him and that I should be well prepared for the future.
What could they have done better?
I cannot think of anything
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. I note that you gave us 5 stars across three of the categories (overall, advice and service), but for the 'value' category you gave us 4 stars. Whilst this is still really positive, we are really keen to improve the service that we provide to you and would be grateful if you would be able to tell us what we could of done better for you to feel the value you are receiving is 5 stars? I look forward to hearing from you. Kind regards, HuwReview
by a verified client in Dorset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inexperience fostering insecurity
How has Huw Jones helped you?
yes
Have you seen the outcome you were hoping for?
yes
What could they have done better?
Not really
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Cardiff
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed financial advice and was recommended this company. I have been with them for over twenty years and have found that their advice works well. Huw is very friendly and approachable.
How has Huw Jones helped you?
He has advised me on all financial matters, explaining issues as necessary, reasons for suggesting change and probable outcomes.
Have you seen the outcome you were hoping for?
Yes, the advice works well, particularly for the long term.
What could they have done better?
I have no issues to raise re possible better outcomes.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Cardiff
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension draw money for retirement holiday treats
How has Huw Jones helped you?
I took his advice on the best way to go forward.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing all staff are always very help full
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, HuwReview
by a verified client in Gloucestershire
12 years ago
Overall
Advice
Service
Value
How has Huw Jones helped you?
I have developed a long and friendly relationship with Huw and his company. I have allways been able to "get my message across" and get a professional and flexible response. This has been of the utmost importance to me over the years as i have changed direction/agenda many times !! It is crucial to have an advisor that listens and one you can trust to make hugely important decisions, i am confident this is a sevice i receive.
What could they have done better?
It is difficult for me to say what could be done better. As i have faith in the advice given to me (if i was an expert i would not need avice) and i never have a problem getting hold of someone if i have a request/query, i really cant make any suggestion in this regard.
Huw:
Hello, Thank you very much for your review - we really appreciate your feedback. You gave us 5 stars across all 4 categories (overall, advice, service and value). This is amazing for us to see and we are so pleased that we have helped you to achieve your goals. We look forward to continue working with you. Kind regards, Huw