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protection
looking after your family’s financial security
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.
Looking after your family’s financial security
At proactive Financial, we understand your desire to take care of your family’s needs and to be able to look ahead to a safe and secure future. But we also know how this responsibility can at times feel overwhelming.
Putting a figure on financial security for your partner, children, and your home might seem impossible, but with the right guidance, it’s absolutely achievable. With our help, you can source policies that suit your needs, and your budget, that can give you full peace of mind.
Such policies are equally relevant to business owners, who can face disastrous situations should a partner become critically ill or die. Our financial planning experts can support you to safeguard the future of your business with minimal expenditure – call us now to find out how we may help
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
We aim to help you protect your home, your income and your family – call 01262 410050 or email enquiries@profmltd.co.uk to find out more.
- 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
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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