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About ProActive

We’re a small, family-run business and our clients are an extension of that family. We specialise in creating tailored financial plans that will help get you from where you are now, to where you want to be. It’s our mission to help you grow and protect your wealth, and we believe that having a clear plan is the key to success.

For over eleven years, our team has helped individuals and families achieve their financial goals. Whatever stage in life you’re at, we can help you plan for the future you want.

Who can benefit from a financial planner?

Whether you’re just starting your career and want to build financial security for your future, or you’re nearing retirement, we aim to ensure that you and your loved ones are in the best possible financial position. Read more about how our tailored services can help you.

Read more about how our tailored services can help you.

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Can I afford a financial planner?

Financial plans are the foundation for building wealth, not necessarily a plan for when you have it. Whatever stage in life you’re at, having a clear strategy is key to financial success. Our experienced team of financial advisors look at your current position and what you’d like to achieve. All fees are agreed before we carry out any work – there are never any hidden costs!

What’s the process?

It’s our job to make things easy. Once we’ve thoroughly understood your goals, we’ll shape a financial plan to meet your individual needs. Your first consultation is at our expense and so completely free of charge.

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Is ProActive the financial planning team for me?

At ProActive, we take a personal and upfront approach. In your initial free consultation, we’ll assess your circumstances and goals to see where we can add value. We treat every client on a case-by-case basis – no financial plan is ever the same. If we’re not the right people for you, we’ll help to point you in the right direction of someone who is.

If you’re looking for financial planners in Bolton, or anywhere in the UK, get in touch for a free consultation.

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Let’s discuss your future

Are you ready to start making money work for you? Get in touch with our team of expert financial advisors, and we’ll start planning your future today.

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