Taking you from where you are now, to where you want to be

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Plan for the future you want

For over a decade, we’ve been helping individuals and families plan for the future they want. Whatever stage in life you’re at, having a clear strategy is key to financial success. We’ll help you take care of your finances, so that you can make the most of your money. Find out more about how we can make money work for you.

 

About PROACTIVE

How can we help?

Before building your bespoke financial plan, we look at your current position and what you’d like to achieve. Relax in the knowledge that we’ll manage your finances in a way that suits you.

Investments and Savings

Make the right investments with your future goals in mind.

Tax planning

Build a financial plan that works in the most tax-efficient way.

Retirement planning

We all want to retire one day, and it pays to be prepared.

Business financial planning

Achieve your business goals and protect your assets. We can advise on protection, employee benefits, directors pensions and auto-enrolment.

Mortgage advice

Whether you’re remortgaging, buying your first home or moving house, we’ll find a mortgage plan that suits your needs.

Wills, trusts & estate planning

Protect your family’s future by making a will or setting up a trust.
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Expert financial advice

We’re a small, family-run business and our clients are an extension of that family. We’re based in Bolton but offer financial advice to individuals, businesses and families all over the UK. Whatever stage in life you’re at, we’re here to support your goals and give you financial peace of mind.

Ready to build your wealth?

Talk to our team about how to plan for a successful future

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