Proactive Strategies Investment Research Ltd.

Proactive Strategies Investment Research Ltd is passionate about providing informed, specialist advice to Financial Adviser firms who would like support from qualified independent external consultants with their Centralised Investment or Retirement Proposition, Investments (Investment Committee, asset allocation, selection and monitoring) and outsourced DFM due diligence. Our aim is to work collegiately with a business and its people at all levels to convert those outstanding 'like to' projects into ' now completed and fit for purpose' enhancements to the business. We can work on a project or retained basis and charge reasonable fees for excellent work. We are happy to provide a situation summary report at no cost and can also provide independent references from satisfied clients on request. We are not seeking to manage Client assets or acquire businesses.

Website

http://www.ps-ir.com

External link for Proactive Strategies Investment Research Ltd.

Industry

Financial Services

Company size

2-10 employees

Headquarters

London, UK

Type

Privately Held

Founded

2018

Specialties

Investments, Investment Committee, Due diligence, and fund selection