Securing your future

About Us

Our Philosophy

Progressive Financial Solutions provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we'll ask just as much as is necessary to fulfill your objectives. However, if you want a detailed financial plan, we'll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.
Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We'll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.

Our Vision

PFS is committed to growing in a sustainable manner to ensure it will be there for their clients in every situation, today and into the future.

PFS will focus on the clients objectives and endeavour to assist in making these dreams come true.

Our Mission

Progressive Financial Solutions provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we'll ask just as much as is necessary to fulfil your objectives. However, if you want a detailed financial plan, we'll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We'll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.

Our Values

Reliability – doing what we said we would do. Fulfilling our clients expectations.
Client Focus – the client always comes first.
Beyond Expectations – we pride ourselves in being able to surprise and delight our customers.
Family – a sense of belonging
Vibrant – provide an environment that both staff and clients want.
Non hierarchical – encourage everyone to work and live as if their business is their own.
Honesty.