Proactive Financial Management Limited - Bridlington

Introduction to Proactive Financial Management Limited

Proactive Financial Management Limited, located at 11 Quay Rd, Bridlington YO15 2AB, United Kingdom, is a reputable financial consultancy firm that provides a broad range of services to its clients. They are dedicated to helping individuals and businesses achieve their financial goals through their in-depth knowledge and personalized approach.

History and Services

Established in [year], Proactive Financial Management Limited has built a strong reputation for offering top-notch financial advice and solutions. Their specialties include financial consulting, which encompasses various aspects such as investment planning, tax optimization, retirement planning, and more.

Accessibility and Facilities

The company is committed to providing a comfortable and accessible environment for all clients. They offer wheelchair accessible entrance, parking lot, and restroom facilities. It is advised to book an appointment in advance to ensure a smooth service experience.

Reviews and Ratings

Proactive Financial Management Limited has received extensive praise from its clients. The company boasts a staggering 41 reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. Clients appreciate the personalized attention and expert advice they receive from the team.

A notable review highlights the exceptional service provided by one of the consultants, Phillipa. The client expressed their gratitude for Phillipa's helpfulness and professionalism, emphasizing how she went above and beyond to find the best product for them. This reflects the level of dedication and commitment the staff at Proactive Financial Management Limited have towards their clients.

How to Contact Proactive Financial Management Limited

For inquiries, you can reach them by phone at 1262410050 or visit their website at profmltd.co.uk.

Final Recommendation

For anyone seeking reliable and personalized financial consulting services, Proactive Financial Management Limited is highly recommended. Their strong track record, combined with the outstanding reviews and testimonials, make them a top choice in the industry. We strongly encourage you to visit their website or contact them directly to learn more about how they can assist you in achieving your financial goals. Don't hesitate to take the proactive step towards a secure financial future by reaching out to Proactive Financial Management Limited today.

👍 Reviews of Proactive Financial Management Limited

Hayley M.

5/5

I would without hesitation recommend Phillipa. So helpful and professional, Phillipa went above and beyond to get us the best product. We will definitely be back, thanks so much Phillipa and it was a pleasure to meet you.

Danielle L.

5/5

Great service from start to finish. Phillipa was an absolute star. Very personable and approachable. No questions were too big or too small. At times we felt out of our depth as first time buyers but we were soon put at ease, and felt that we were in good hands with Phillipa’s vast knowledge of the lenders out there and what they could offer to us. If we were to do the process over again, Proactive would be our go to.

dominic W.

5/5

Recently completed our first remortgage with Rob at Proactive. As it was our first time doing a remortgage we were unsure of the procedure but with Rob's guidance and expertise I am confident we have got the best deal out there! Rob went that extra mile with us, showing us various deals and options and kept us updated every step of the way. We were given a professional yet friendly approach. Thank you so much guys! I highly recommend Rob and the team 🙂

Shane G.

5/5

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

Emma A.

5/5

Peter and I contacted Rob to hopefully get us on the property ladder and get us a mortgage. We’ve kept in touch with him over quite some years now and he had actually known my parents and given them great advice in a very professional and straight talking way so we knew we could put our trust in him... after what felt like a lifetime of finally getting there we have got our mortgage and can not wait to move into our forever home and cannot thank Rob enough for not only helping us get a mortgage but getting the right deal, the right package for us. He worked very quickly and efficiently and spoke honestly to us didn’t just tell us what we wanted to hear. Rob also set up some life cover for us and again all professional and we are happy with everything.
We will continue to use Rob’s services over many years to come and we can not recommend him highly enough- look no further if you are looking for friendly professional and genuine care, he really adapts everything to you as an individual..

Kimberley A.

5/5

My husband & I contacted Rob regarding a mortgage for our new home and life insurance. Rob was extremely professional & friendly. He took the time to explain everything to us & answer our questions, nothing was too much trouble. We would definitely recommend Rob to our family & friends.
Thank you for all your help! Mike & Kim

Jake K.

5/5

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.

Joanne M.

5/5

Amazing, professional service from Rob! Buying our first home was made easy with his support and expertise. His swift approach to arranging our mortgage was second to none. We highly recommend Rob to everyone!