Address
10 Street Name, Town
Country, Post Code
Get in touch
+44 1632 96099
mymail@mailservice.com
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about us
Led by owner James Williams, an independent financial advisor, who has decades of experience in the finance industry, believes the small and friendly proactive financial team stand out, thanks to their genuine commitment to providing the best possible customer service.
We are independent financial advisors in Bridlington and have access to the full range of products and services available across the financial market. Your interests come first – we work for you, and tailor our services and recommendations to your specific situation.
James Williams, founder
Why us
For us, it’s all about relationships. As an established business, we are in it for the long haul, and aim to support you throughout your lifelong wealth planning.
The better we get to know you, the more appropriate our advice will be, and the more value you will gain from our service. Loyalty, trust, and professionalism are key to how we work as individuals and as a team – we won’t let you down.
Based in the East Yorkshire seaside town of Bridlington, we are perfectly placed to support local residents and can meet face-to-face in our Quay Road offices or in the comfort of your own home.
Clients from elsewhere in the UK are very welcome, too – we’re happy to talk over the phone or via videocall if preferred.
“The better we get to know you, the more appropriate our advice will be.”
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