Proactive Financial Management Limited

11 Quay Road, Bridlington YO15 2AB

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5 37

Hours open

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Hours open

Monday:

9:15 AM - 4:30 PM

Tuesday:

9:15 AM - 4:30 PM

Wednesday:

9:15 AM - 4:30 PM

Thursday:

9:15 AM - 4:30 PM

Friday:

9:15 AM - 4:30 PM

Saturday:

Closed

Sunday:

Closed

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11 Quay Road, Bridlington YO15 2AB, United Kingdom

1262 410050

profmltd.co.uk

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About the Business

Proactive Financial Management Limited is a leading establishment in the field of finance located in the heart of Bridlington, United Kingdom. Our highly experienced team of professionals is here to help individuals and businesses manage their finances in the most efficient and effective way possible.

At Proactive Financial Management Limited, we understand that financial management is a significant aspect of success, and it can affect every area of our lives. Therefore, we have made it our mission to provide innovative and personalized financial solutions to meet our clients' needs. Our goal is to empower our clients with the knowledge, tools and strategies they need to achieve their financial goals.

We offer a wide range of services, including financial planning, tax advice, accounting, bookkeeping, retirement planning, investment management, and more. Whether you are an individual or a business owner, we can help you create a robust financial plan tailored to your specific needs.

Our team is dedicated to delivering exceptional service to our clients. We listen carefully to your needs, provide guidance and support throughout the process, and ensure that you are satisfied with the results. Additionally, we keep up with the latest developments in the finance industry to ensure that we always provide up-to-date and relevant advice.

If you are looking for a reliable and trustworthy financial management institution, look no further than Proactive Financial Management Limited. Contact us today to schedule an appointment and take the first step towards financial success.

Reviews

Jake Kenaghan:

"Phillipa at Proactive was so helpful when making a my first big financial investment. She helped guide me through legal requirements and potential future investments, all while creating a friendly environment, making you feel safe in the choices you may take."

almost 2 years ago

Craig Barker:

"Phillipa helped myself and my partner with a very complicated remortgage after initially helping us try to move hone which fell through. Very professional and went above and beyond to get us to where we needed to be. I couldn't recommend her enough"

almost 2 years ago

Michael Ridsdale:

"Phillipa helped us with our mortgage and was helpful, efficient and friendly, we would highly recommend she went above and beyond to get us the best deal, she then passed me over to James to move my pension who again was efficient, helpful, friendly and clear especially with not knowing much about pensions."

almost 2 years ago

Shane Green:

"Had the pleasure of working with Phillipa who will now be my contact for all future purchases and advice. Phillipa was fast efficient and gave constant updates. Very very professional and very good at helping us understand what information we needed to know in simpler terms. No job too big or small very friendly and approachable and cannot thank her enough for helping us secure our family home"

almost 2 years ago

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Proactive Financial Management Limited

Hours open

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Location & Phone number

About the Business

Reviews

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