Alan Stokes's Contact Details

Alan Stokes's Company Details

Proactive Strategies Investment Research Ltd.

Saint Mary's Platt, England, United Kingdom • 0 Employees
Financial Services

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 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.