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pensions
retirement planning for a happy later-life
Pensions
Are you at the start of your career and wondering if now’s the right time to start a pension?
Perhaps you’re hoping to retire in the next 10 years but are unsure if your existing pension is really up to the job?
Or maybe you’re already in a final salary company scheme but would like to find out if it would grow faster under a different arrangement?
Retirement planning for a happy later-life
Wherever you are in life’s journey, we support you to make the appropriate decisions for later-life planning.
Our friendly and helpful advisers take a holistic approach encompassing all aspects of your aspirations, from retirement, to providing for your dependents as well as potentially the needs of your elderly relatives, and of course your own lifestyle aims.
We are not in the business of just ‘selling’ pensions, what we are about is helping you plan for your future in the most secure way possible. And we are most definitely in it together – we’ll be here to guide you with regular financial health checks, making sure your pension is working hard to fulfil your later-life goals.
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*The Financial Conduct Authority does not regulate some forms of NEST
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
Whatever kind of pensions advice you would like, call us on 01262 410050 or email enquiries@profmltd.co.uk to talk, in confidence, about how we look to help you.
- 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 mature
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