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financial services
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.
“Opportunity is missed by most people because it is dressed in overalls and looks like work..”
(Thomas Edison)
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?
“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.”
(Warren Buffett)
Protection
Insuring yourself against sickness or even death might not be a pleasant thought, but it’s much simpler to mitigate against such things with a clear mind than for your family to have to cope with financial uncertainty in stressful circumstances.
Financial Services
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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