Proactive Financial Management Limited
PF
Financial Advisors
Proactive Financial Management Limited
11 Quay Rd, Bridlington YO15 2AB
# Proactive Financial Management Limited
Proactive Financial Management Limited is an independent financial advisory firm based in Bridlington, Yorkshire, serving clients throughout the UK. Founded by James Williams, the company specialises in providing personalised financial planning and wealth management guidance across investments, pensions and protection policies.
The firm caters to individuals at all life stages, from those beginning their earnings journey to those approaching retirement. They work with clients to assess their unique financial situations, identify risks and develop tailored strategies aligned with personal circumstances and objectives.
What distinguishes Proactive Financial Management is their commitment to independence and transparency. As FCA-regulated advisors, they prioritise building trust through straightforward advice rather than product-pushing. Their "no-nonsense" approach emphasises regular financial health checks to ensure plans remain relevant as circumstances evolve. The founder's stated philosophy—"My top priority is to earn your trust and keep it"—underpins their service philosophy.
The company removes barriers to financial advice by offering all new clients a complimentary consultation, available either by phone or in their Bridlington offices. This allows potential clients to discuss their financial needs confidentially without initial commitment. Their business hours (Monday-Friday, 9.15am-4.30pm) reflect their professional, accessible stance.
Operating from registered premises in Scarborough with their Bridlington office, they hold FCA authorisation (reference 478111), ensuring they meet stringent regulatory standards for consumer protection and financial conduct.
Proactive Financial Management Limited is an independent financial advisory firm based in Bridlington, Yorkshire, serving clients throughout the UK. Founded by James Williams, the company specialises in providing personalised financial planning and wealth management guidance across investments, pensions and protection policies.
The firm caters to individuals at all life stages, from those beginning their earnings journey to those approaching retirement. They work with clients to assess their unique financial situations, identify risks and develop tailored strategies aligned with personal circumstances and objectives.
What distinguishes Proactive Financial Management is their commitment to independence and transparency. As FCA-regulated advisors, they prioritise building trust through straightforward advice rather than product-pushing. Their "no-nonsense" approach emphasises regular financial health checks to ensure plans remain relevant as circumstances evolve. The founder's stated philosophy—"My top priority is to earn your trust and keep it"—underpins their service philosophy.
The company removes barriers to financial advice by offering all new clients a complimentary consultation, available either by phone or in their Bridlington offices. This allows potential clients to discuss their financial needs confidentially without initial commitment. Their business hours (Monday-Friday, 9.15am-4.30pm) reflect their professional, accessible stance.
Operating from registered premises in Scarborough with their Bridlington office, they hold FCA authorisation (reference 478111), ensuring they meet stringent regulatory standards for consumer protection and financial conduct.
Services offered
Investment planningPension planningLife insuranceProtection policiesFinancial health checksWealth managementRetirement planningRisk assessment