Financial Services:

Financial Services

For your investment, pension planning, tax planning and financial protection needs, we offer advice which is totally independent, transparent and discrete using the finest market research leading to “whole of market” advice. Our advice is provided by highly qualified, experienced consultants dedicated to meeting your changing needs. Your peace of mind is paramount to us.

Autumn Statement 2016


Smart Money Jan-Feb 2017


Your Team:


“We approached ProAktive during 2015 as we wanted to consider early retirement but with an array of different pension funds going back over 30 years, we considered that our best option was to seek the help of an Independent Financial Planner.

We had an initial meeting with ProAktive who we found both very professional and helpful. They took the time to explain things and were happy to answer any questions that we had.

After financial plans were drawn up we had a second meeting to give us the news we had hoped to hear.

We are sure that the help of ProAktive enabled us to fully realise the potential of our investments and achieve our goal of early retirement.

We would have no hesitation in recommending ProAktive to family, friends and work colleagues.”

Paul & Denise Smith

Retirement Planning >
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Wealth Management >
Wealth Management image
Individual Protection >
Individual Protection image
Tax Trusts and Inheritance Tax >
Tax Trusts and Inheritance Tax image
Lifetime Financial Plan >
Lifetime Financial Plan image