Proactive Financial Management Limited - Bridlington

Proactive Financial Management Limited is a financial advisory firm located at Address: 11 Quay Rd, Bridlington YO15 2AB.

You can contact them at Phone: 01262410050 or visit their website at Website: profmltd.co.uk.

Specialties

Proactive Financial Management Limited specializes in providing financial advice to its clients. Their team of experienced financial advisors is dedicated to helping individuals and businesses make informed decisions about their financial future.

Other Points of Interest

Their office is wheelchair-accessible, with a car park, entrance, and toilet available for people with disabilities. An appointment is required to ensure that the advisors can provide the necessary time and attention to each client.

Opinions

This company has 41 reviews on Google My Business, with an average opinion of 5/5.

Clients have praised the firm for its professionalism, helpfulness, and going above and beyond to meet their needs. The advisors are commended for their expertise, knowledge, and ability to explain complex financial concepts in a way that is easy to understand.

One client said, "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."

Recommendation

If you are looking for a financial advisor that is knowledgeable, professional, and dedicated to helping you achieve your financial goals, Proactive Financial Management Limited is an excellent choice. Their team of experienced advisors is committed to providing personalized service and expert advice to help you make informed decisions about your financial future.

We recommend visiting their website at profmltd.co.uk to learn more about their services and to schedule an appointment.

👍 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.

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

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 🙂

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.

Craig B.

5/5

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