Proactive Financial Advice Ltd

ProActive Financial Advice Ltd

ProActive Financial Advice Ltd

Disclaimer : Please Note

Disclaimer: The information provided on this page regarding the comparison of insurance policies and the features of a comparison report is intended for general informational purposes only. It does not constitute financial advice. Since everyone’s needs and circumstances differ, we strongly recommend consulting one of our Licensed Financial Advisers for personalized advice. They can conduct a thorough review of your personal situation or your insurance policies to ensure they align with your unique requirements. If, after reviewing your comparison, you wish to learn more about how to better protect yourself, we encourage you to schedule a meeting with one of our qualified advisers.

Comprehensive Insurance Policy Check

For those looking to ensure their current insurance policy still offers value for money and provides the best coverage for their unique situation, we offer a comprehensive policy comparison service.

To proceed, we will need a copy of your most recent yearly insurance schedule. One of our advisers will thoroughly review your policy details and compare them with current market offerings. If necessary, the adviser may reach out to ask additional questions to fully understand your needs and coverage. You can choose your preferred method of contact—whether by email, phone call, or a Teams/Zoom meeting. Depending on the complexity of your cover, the adviser will calculate how long it will take to produce the report and will email you an approximate estimate of the time required to compile and deliver the report.

Upon completion of the comparison, we can provide you with either a summary of the key differences between your policy and other available options or a detailed breakdown of each part of your policy, including specific contract clauses where differences arise. This service is designed to empower you with the knowledge you need to make an informed decision about your coverage. If we determine that your current policy is the best available, we will confirm this for you.

Your privacy is extremely important to us. Once we have completed the comparison and provided your report, we will contact you to confirm if you need any further advice or services. After confirming the comparison is complete, we will securely delete all documents and personal details you have provided

Fill in your details here, attach your policy document and hit the send button at the bottom