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BEST RATED EAST RIDING, UK FINANCIAL SERVICES

3 Best Financial Services in East Riding, UK

Expert-recommended Top 3 Financial Services in East Riding, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Informed Financial Planning
Informed Financial Planning
Informed Financial Planning
East Riding financial services Informed Financial Planning video
8+ YEARS IN TBR
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INFORMED FINANCIAL PLANNING

(4.9 Score)
8, Waterside Park, Livingstone Road, Hessle, East Riding HU13 0EG, UK Directions

Since 2004

Speciality:

✓ Retirement ✓ Investments ✓ Tax Planning ✓ Protection ✓ Cash Management ✓ Cash Flow Planning ✓ Business Investment ✓ Auto Enrolment

“Informed Financial Planning has continued delivering expert, independent, and Chartered advice for over two decades. Josh Richardson is the firm's Chartered Financial Planner and Managing Director. Informed Financial Planning was founded in 2004 by Kevin Ferriby, who believed there was a place in the market for a small, modern firm with a team of highly skilled and qualified financial planners who truly have client service at their core. With a fresh board of directors and a team of 6 financial planners with over 100 years of combined experience in the industry, they are confidently poised to uphold their founding principle of delivering peace of mind through independent financial advice. They also have offices in Leeds and Barnsley.

2025 Update: Informed Financial Planning is an award-winning finance Firm that provides practical advice and guidance. Their holistic approach lets them work together to create solid foundations so you can achieve your long-term financial goals. They offer a range of flexible plans to suit you.”

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Professional Adviser - North East Adviser Firm of the Year in 2014, 2015, 2016, 2018 & 2022
New Model Adviser - Top 100 in 2015-2024
Money Marketing – UK Adviser Firm of the Year in 2018
Professional Adviser – Best IFA to Work for in 2017-2024
Registration 07008093

Price:

Strategy Fee Starts from £1500
Drawdown Advice £3,000
Annuity Advice £1,500
Protection Advice £1,500
Auto Enrolment – £3,000

Contact:

01482 219325

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Rob Ellerton-True Potential Wealth Management
Rob Ellerton-True Potential Wealth Management
East Riding financial services Rob Ellerton-True Potential Wealth Management video
3+ YEARS IN TBR
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ROB ELLERTON-TRUE POTENTIAL WEALTH MANAGEMENT

(4.8 Score)
48 Fortyfoot, Bridlington, East Riding YO16 7RY, UK Directions

Since 2020

Speciality:

✓ Investment and Savings ✓ Retirement and Pensions ✓ Inheritance ✓ Estates and Tax ✓ Mortgages and Borrowing ✓ Protection

“Rob Ellerton is the financial adviser who joined True Potential Wealth Management as a Wealth Management Partner in October 2020, combining excellent customer service with industry-leading technology, including the innovative ImpulseSave. Before this, he worked at a local Independent Financial Adviser firm in Bridlington for seven years. He has over 32 years of experience in financial services, including 20 years in retail banking. Rob Ellerton is qualified as a financial adviser up to the Diploma level, which he attained in November 2011. He also holds the CeMAP qualification (Mortgage Advice) and the CeRER qualification (Equity Release Advice).

2025 Update: The team won 19 industry awards in 2024. Their aim is to revolutionise the way wealth management is delivered. They have invested in over 550,000 clients.”

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Wealth & Asset Management Awards in 2025
Professional Adviser PA Awards in 2025
City of London Wealth Management Awards (CLWMA) in 2025
Best Investment Advice Firm by mm Awards in 2024
Schroders UK Platform Awards in 2024
Investment Life & Pensions Moneyfacts Awards in 2024
Wealth & Asset Management Awards in 2024

Contact:

01262 240085 07891 907451

Mon-Fri: 9:30am – 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Proactive Financial Management Limited
Proactive Financial Management Limited
Proactive Financial Management Limited
6+ YEARS IN TBR
CALL CONTACT

PROACTIVE FINANCIAL MANAGEMENT LIMITED

(4.8 Score)
11 Quay Road, Bridlington, East Riding YO15 2AB, UK Directions

Since 2004

Speciality:

✓ Pensions ✓ Inheritance Tax ✓ Savings Bonds ✓ ISAs ✓ Funds ✓ Venture Capital Trusts ✓ Life Insurance ✓ Income Protection ✓ Accident ✓ Sickness and Unemployment Policies ✓ Critical Illness Insurance ✓ Family Income Benefit ✓ Decreasing Term Assurance ✓ Level Term Assurance ✓ Business Protection ✓ Personal Pensions ✓ Stakeholder Pensions ✓ Occupational Pensions ✓ State Pensions ✓ Defined Contribution Pension Schemes ✓ Defined Benefit Pension Schemes ✓ Self-Invested Personal Pensions (SIPPs) ✓ NEST Pensions

“Proactive Financial Management Limited ensures it can deliver independent financial advice that is relevant to you. James Williams is the owner of the firm and has decades of experience in the finance industry. At Proactive Financial Management Limited, the team understands that different people have different financial needs. From large companies to individuals, they listen to their clients and tailor financial solutions to their specific circumstances and aims. Their primary goal is to build customer loyalty and long-term client relationships through the combination of a small team and extensive experience. They will help you with your financial planning and provide suggestions for investments, savings plans, pension plans, life insurance, and other protection policies from their Bridlington office in Yorkshire. They offer free consultations to their clients.

2025 Update: As independent advisors, they source products that best suit your needs from the whole of the savings and investments market, unlike some restricted companies that are limited to specific providers. Their regular financial health checks mean you’re always in their thoughts, and there’s no risk of getting lost in the system or becoming a forgotten client with their attentive team.”

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Registration 6419263

Contact:

01262 410050

Mon-Fri: 9:15am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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INFORMED FINANCIAL PLANNING REVIEWS

I have been a client with independent financial planning for about 10 months or so. Charlie Hewson is my pension advisor he's been extremely professional, informative, knowledgeable, friendly and approachable. During the whole process of going through my whole pension review he made sure I understood what I was being informed in regard to strategy, risk and tax planning. I would highly recommend this company to anyone whose seeking advice on financial planning. Thanks Charlie for your continuous advice and support.

We requested a pre-retirement check of our finances. The cost of any advice and future charges was made clear and, following a comprehensive review of our existing finances, a full report was provided with recommendations. James was friendly but professional, answered all our questions clearly and we felt under no pressure to proceed with any of the recommended investments.

Exceptional advice and outstanding service. The advice has been extremely thorough, well constructed and addresses all the issues. The overall service has been incredibly responsive, efficient and a real pleasure. I could not recommend IFP and Joe Sanders more highly.

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ROB ELLERTON-TRUE POTENTIAL WEALTH MANAGEMENT REVIEWS

I have know about robs services for a while and based on other reviews and knowing Rob personally I have referred a few of my friends and family to him. There then came a point where myself and my husband wanted to look at life insurance however didn't really know where to start. How much cover do we need? Are the extra covers worth it? What do the basic covers get us? It was a total mine field so we left it to the professional! Rob talked through our needs and taking into account our budget got the right cover for us. He took time and effort to explain what we were covered for and anything he thought we did/didn't need. He was honest and didn't try and push extras onto us that we didn't need. I would 100% recommend.

I met with Rob today to discuss my financial options with my pension and mortgage balance. He also assisted me in understanding my pension actuary report. He was very patient, professional and explained in easy to understand layman’s terms. I found the experience extremely helpful and can you make the right and informed decisions to get my finances in order. I found his up to date knowledge on mortgage opportunities perfect for my situation and I am already making changes. Thank you Rob and I would not hesitate to recommend him to friends and family for his expert advice.

Met with Rob today to review my finances, also to discuss life cover options. Extremely impressed with the help & assistance Rob has provided over the last few years and continued support. He was recommended to me by a friend and I would highly recommend him to anyone.

PROACTIVE FINANCIAL MANAGEMENT LIMITED REVIEWS

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 :).

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.

Great service from start to finish. Phillipa was an absolute star. Very personable and approachable. No questions were too big or too small. At times we felt out of our depth as first time buyers but we were soon put at ease, and felt that we were in good hands with Phillipa’s vast knowledge of the lenders out there and what they could offer to us. If we were to do the process over again, Proactive would be our go to.

TBR® Inspection Score Report

INFORMED FINANCIAL PLANNING Total Inspection Points: 117/120
Business Hours: 9
Complete Info: 9
Experience: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Page Maintenance: 10
Service Diversification: 10
Social Media: 10
Website Standard: 10

TBR® Inspection Score Report

ROB ELLERTON-TRUE POTENTIAL WEALTH MANAGEMENT Total Inspection Points: 115/120
Experience: 7
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Service Diversification: 10
Website Standard: 10

TBR® Inspection Score Report

PROACTIVE FINANCIAL MANAGEMENT LIMITED Total Inspection Points: 114/120
Page Maintenance: 8
Business Hours: 9
Complete Info: 9
Experience: 9
Social Media: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Standard: 10
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