Proactive Financial Management

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"No-nonsense independent financial advice.We will help you with all of your financial planning and provide suggestions for investments, savings plans, pension plans, life insurance and other protection policies from our Bridlington office in Yorkshire."

Address: 275 NE Tohomish St, White Salmon, WA 98672, USA

Phone: (509) 493-4372

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State: Washington

County: Klickitat County

Zip Code: 98672

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Reviews

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

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.

I would highly recommend proactive Philippa. She did a fantastic job for me. Always there to answer any query’s and questions I had anytime of day. I felt very safe and at ease. Which made it a very smooth transaction. 5 from me

Phillipa helped us with our mortgage and was helpful, efficient and friendly, we would highly recommend she went above and beyond to get us the best deal, she then passed me over to James  to move my pension who again was efficient, helpful, friendly and clear especially with not knowing much about pensions.

I have used Phillipa at Proactive for a number of years now. She has always provided a fantastic friendly and reliable service!

Phillipa helped us for over a year through stressful times and helped us secure a mortgage at a great rate. Have recommended her already and will continue to do so.

Phillipa provided me with great advice regarding my mortgage and got me a brilliant deal, exceptional service, highly recommend.

Always received great service every time I have used Phillipa and Proactive.

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 :

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..

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