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investments
Building your wealth, together
Investments
Choosing the most suitable investment or savings plan can prove something of a minefield – there’s so much choice that, without qualified guidance, it’s easy even for experienced investors to feel a bit bamboozled.
Building your wealth, together
With our help, we aim to avoid any pitfalls that can befall the unwary, and look forward to seeing your money grow. As independent advisors, we source products that best suit your needs from the whole of the savings and investments market, unlike some restricted companies that are limited to specific providers.
We’ll be by your side for the long-term. Our regular financial health checks mean you’re always in our thoughts, there’s no risk of getting lost in the system or becoming a forgotten client with our attentive team.
This also means we are quick to react should your circumstances change, and your financial plans require a few tweaks here or there, ensuring you’re always on top of your money matters.
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*The Financial Conduct Authority does not regulate Venture Capital Trusts
At a glance
- Independent advice from qualified/chartered financial planners
- Access to whole market of savings, investment, protection and pension products
- Open and transparent fees
- Long-term financial planning on your behalf
- Regular financial health checks
- Advice tailored to each individual or business
Next steps
To discuss your investment options, call us on 01262 410050 or email enquiries@profmltd.co.uk for a no-obligation, confidential conversation.
- Contact us by phone or email for a no-obligation conversation about your needs
- Receive your independent and bespoke financial planning options
- Enjoy regular financial health checks as your plans develop
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