Pro-active Wealth Ltd is an independent financial advisory firm based in Scotland, authorized and regulated by the Financial Conduct Authority (FCA). As Chartered Financial Planners, they offer a holistic approach to financial planning for individuals and families at various life stages. Their core services include pension and retirement planning, investment management, financial protection (such as life insurance and critical illness cover), and inheritance tax planning. The company's mission is to help clients achieve their financial goals and secure their financial future through personalized, professional advice and a structured planning process.

Founded in

Australia