Welcome to Proactive Financial Management

Independent Financial Advice - Bridlington

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Proactive Financial Management Limited

At Proactive Financial Management Limited we pride ourselves on understanding fully our clients’ needs – we aim to provide high quality financial advice delivered in the manner and timescales that their lives demand. Our clients are busy and look to us to ensure that their finances are working for them, both today and for the future.

Proactive Financial Management Limited are a small practice of like-minded individuals, committed to our clients and keen to be judged on the value we deliver. Independence and Quality are the foundations of all that we do. We make sure that you have access to the range of products and services available in the financial services market, unlike banks or some life assurance companies that are potentially only able to offer access to one product or provider. We aim to ensure you receive suitable advice based on your individual needs and circumstances.

We believe in relationship advice. Knowing you, your family and your aspirations, we feel enables us to help deliver the quality of service we feel you deserve. Through building relationships, we feel we are able to free your time for the things that matter to you and your family.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Our Services

Want to know more?

Phone: 01262 410050  email: enquiries@profmltd.co.uk

Address: 11 Quay Road, Bridlington, YO15 2AB