Founded in 2002, Proactive Insurance & Mortgage Services Ltd operates as a Principal firm authorised and regulated by the Financial Conduct Authority (FCA). The company's core business is to provide a comprehensive support network for financial advisers, including Appointed Representatives (ARs) and Directly Authorised (DA) firms. This support encompasses regulatory compliance, access to a wide range of mortgage lenders and insurance providers, technology platforms, and professional development, enabling its members to offer independent financial advice to their clients.

Founded in

United Kingdom