Proact Financial (Bolton) Limited

Reference number: 578635

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When proactbolton.com first appeared online, and whether it can receive email
  • What kind of line 01204 398435 is, and the other firm that gives it
  • Who else gives the postcode BL1 1LN
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • ProActive Financial Planning Trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL Advisor
  • Acting as a CBTL arranger
  • Acting as a CBTL Arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06857736
Company status
Active
Company type
Private limited company
Incorporated
25 March 2009 (17 years old)
Registered office
37 Mawdsley Street, Bolton, BL1 1LN
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Brian John Moncrief Director Jan 1964 25 Mar 2009 3 other companies
Andrea Moncrief Director Mar 1968 17 Oct 2012 None
Samantha Anne Moncrief Director Jul 1993 30 Jun 2020 None

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
3

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
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Filed accounts and finances

Year to 31 March 2026Full accountsNot audited

Net assets

£518k

−5.4% from £547k

Cash at bank

£264k

−20% from £328k

Owed within a year

£147k

+4.4% from £141k

Assets and liabilities

In the full report: all 7 years of accounts

  • Every year from 2020 to 2026
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 06857736. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Proact Financial (Bolton)’s history from the FCA register and Companies House, newest first.

Key events (9) All events (18)

2019

29 April 2019

  • Andrea Moncrief stopped being a part-owner
  • Brian John Moncrief stopped being a part-owner
  • Proact (Bolton) Holdings Limited took control (75–100% of shares)

Companies House

2016

6 April 2016

  • Andrea Moncrief became a part-owner (25–50% of shares)
  • Brian John Moncrief became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2012

1 August 2012

  • Became authorised by the FCA

FCA register

27 June 2012

  • Regulated by the Financial Services Authority from this date

FCA register

2009

25 March 2009

  • Incorporated at Companies House

Companies House

In the full report: all 18 events

  • All 18 events in its history (9 shown here)
  • Every director appointment and resignation: 5
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Firms connected to Proact Financial (Bolton)

Other FCA-listed firms that share a director, phone number or address with Proact Financial (Bolton). A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its phone number
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same phone number (1), the same postcode (1)
  • Who links it to this firm: the named directors, with dates
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Firms like Proact Financial (Bolton)

Other firms of the same type (financial adviser), nearest first.

In Bolton

Chancellor Financial Management LimitedBoltonAuthorisedDharmea Financial Planning LtdBoltonAuthorisedGail Renshaw Independent Financial AdviserBoltonAuthorisedHalcyon Financial Planning LtdBoltonAuthorisedK3 Deal Advisory Capital Markets LimitedBoltonAuthorisedPrestige Specialist Independent Financial Advice LtdBoltonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Proact Financial (Bolton)

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details
  • 7 years of accounts, charted
  • All 18 events in its history
  • 1 connected firm, named, and who links them

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Frequently asked questions about this firm

Is Proact Financial (Bolton) Limited FCA authorised?
Yes, Proact Financial (Bolton) Limited (FRN 578635) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since August 2012 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Proact Financial (Bolton)’s phone number and website?
The FCA register lists the phone number 01204 398435 and the website proactbolton.com for Proact Financial (Bolton). If you were given different contact details, use these to check with the firm before going any further. The same number is also given by one other FCA firm.
Is Proact Financial (Bolton) a scam or clone?
Proact Financial (Bolton) is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Proact Financial (Bolton)?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Proact Financial (Bolton) to the Financial Ombudsman Service, free of charge.
Who owns Proact Financial (Bolton)?
Proact Financial (Bolton) is owned by Proact (Bolton) Holdings Limited, which holds 75–100% of shares and 75–100% of votes, since 29 April 2019. Before that, it was controlled by Mrs Andrea Moncrief and Mr Brian John Moncrief.
Who runs Proact Financial (Bolton)?
Companies House lists 3 directors of Proact Financial (Bolton): Brian John Moncrief, Andrea Moncrief and Samantha Anne Moncrief.
How long has Proact Financial (Bolton) been in business?
The company was formed on 25 March 2009, and has held its current FCA authorisation since August 2012.
What do Proact Financial (Bolton)’s latest accounts show?
Its latest accounts, to 31 March 2026, show net assets of £518k (−5.4% from £547k) and cash at bank of £264k (−20% from £328k).
Does Proact Financial (Bolton) use any other names?
It trades as ProActive Financial Planning.

Sources and links

The full report on Proact Financial (Bolton) Limited

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