Proact Bolton Client Services Ltd
Reference number: 917572
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Appointed representative
This firm does not hold FCA authorisation of its own. It acts under a principal firm, which is legally responsible for its regulated business.
Responsible principal firm
PROACT FINANCIAL (BOLTON) LIMITED Reference number: 578635 View firm →What does this mean?
- An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
- Proact Bolton Client Services Ltd (FRN 917572) is an AR of PROACT FINANCIAL (BOLTON) LIMITED (FRN 578635). When you use Proact Bolton Client Services's services, the FCA authorisation sits with the principal firm.
- Example: if you take financial advice from Proact Bolton Client Services, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
- Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
Identity
Check their details
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.
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No website on the FCA register
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Verified phone number
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Verified address
37 Mawdsley St, Bolton, BL1 1LN, United Kingdom
Company details
From the company's Companies House record.
- Company name
- PROACT BOLTON CLIENT SERVICES LIMITED
- Company number
- 12240934
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 October 2019 (6 years old)
- Registered office
- 37 Mawdsley Street, Bolton, Lancs, BL1 1LN, England
- Nature of business
-
- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Andrea Moncrief | Director | Mar 1968 | 3 Oct 2019 |
| Brian John Moncrief | Director | Jan 1964 | 3 Oct 2019 |
| Samantha Anne Moncrief | Director | Jul 1993 | 18 Jul 2025 |
Activities and protection
What they can do, and how you are protected
- Protection through the principal firmProtection works through PROACT FINANCIAL (BOLTON) LIMITED, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
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Common questions