Address
10 Street Name, Town
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Get in touch
+44 1632 96099
mymail@mailservice.com
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No-nonsense independent financial advice.
We will help you with all of your financial planning and provide suggestions for investments, savings plans, pension plans, life insurance and other protection policies from our Bridlington office in Yorkshire.
Independent Financial Services
Looking after your financial future is a responsibility everyone has to face, whether you begin your wealth management journey as soon as you start earning an income, or only seriously consider it when you’re approaching retirement.
This may seem daunting, but the good news is that whatever life stage you are at currently, the proactive Financial Management team of independent advisors can help safeguarding you and your family’s financial future.
“My top priority is to earn your trust and keep it."
James Williams, Founder
Why us
There’s no need to gamble on your financial security – with our help, you can manage the risks in the way that best suits you, and benefit from regular financial health checks from our experienced team that will ensure everything remains on track should your personal circumstances change.
Free Consultation
We know it can be hard to find the right independent financial advice. That's why we offer all new clients a free consultation either over the phone or from our Bridlington offices.
We’ll discuss your unique financial situation in confidence and find the right solutions for meeting your needs.
“At proactive, we understand the importance of trust and will do what it takes to earn it."
James Williams
Financial Services
Quick Links
Business Hours
Mon to Fri 9.15am to 4.30pm
Sat & Sun Closed
Address
Proactive Financial Management Limited
11 Quay Road, Bridlington
YO15 2AB
01262 410050
Proactive Financial Management Limited is registered in England and Wales no. 6419263. Registered office, Rowan House, 7 West Bank, Scarborough, North Yorkshire, YO12 4DX
Authorised and regulated by the Financial Conduct Authority. Proactive Financial Management Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 478111
If you wish to register a complaint, please write to us at the address above or email us at enquiries@profmltd.co.uk
A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK