Welcome to Attivo Financial Planning

Attivo Financial Planning is an independent, Chartered financial planning company.

We specialise in investments, retirement, tax and estate planning for private clients, and in corporate services for businesses.

We believe our corporate structure, specialist skill set and focus on training and professional development ensures we have a highly qualified and technically competent team. This makes us refreshingly different and able to provide the best financial planning advice and service to our clients.

We work with clients across the UK from our offices in London, Cheltenham and Cardiff.

Coronavirus (COVID-19) Update

Attivo Financial Planning treat the safety and well-being of our clients as our highest priority. We are monitoring the evolving Coronavirus situation closely and are following advice issued by the Government and Public Health England.

With immediate effect, all Financial Planning meetings will take place via telephone or video call. Our Financial Planner’s will be contacting their clients in the coming weeks to discuss any immediate requirements they may have.

We know that there will be challenges for everyone during this period. We are committed to continuing to provide the highest level of service and we will do all that we can to ensure our clients ongoing needs are met. Above all, we hope that our clients and their families keep safe and well during this time.

If you have any questions or require any further information, please contact our Client Services Team on 01242 585444 or email clientservices@attivogroup.co.uk. Our business hours remain the same.

Chartered Financial Planners

Our private client services

Genuine Independent financial planning is much more than just recommending a product to solve an immediate need. It is about creating a financial plan to help you achieve your short, medium and long term financial goals.

Cash flow modelling can be a key component of your financial planning review and can help you visualise your current financial position to demonstrate how future financial goals and objectives can be achieved.

Pensions legislation has evolved so much over recent years and many people are unaware of the rules regarding Lifetime Allowance, the Annual Allowance for contributions, Income Drawdown, death benefits and Occupational Pension schemes.

Whether you want to maintain, create or grow your wealth, it is important you have a plan. Attivo Financial Planning can review your existing investment portfolio, establish your current attitude to risk and talk to you about your priorities.

Whatever stage you are at in your life, retirement planning is something you need to consider, particularly since retirement rules applied in 2015 made pensions more accessible and inheritable than ever before.

Proactive personal tax planning utilising all available and relevant tax allowances (eg ISA allowance), should be a key component of every financial planning strategy to ensure all income and capital gains taxes are minimised.

Inheritance Tax (IHT) is a complex subject and is increasingly becoming a concern for individuals, particularly as house prices rise. If your estate is likely to be worth more than £325,000, (£650,000 as a married couple) at the time of your death, you need to consider the potential impact of IHT on your family.

Attivo Financial Planning has carefully researched and selected products and services from other providers to complement and enhance our offering.

We have established relationships with other relevant professionals who can help you with services such as mortgages, protection, and will writing.

Either over the phone or at a place convenient for you, one of our Relationship Managers will introduce Attivo Financial Planning to you and answer any questions you have about us or the financial planning process.