Attivo Financial Planning is an independent, Chartered financial planning company.
We specialise in giving private clients advice on investments, retirement planning, tax planning and estate planning. Attivo Financial Planning also specialise in corporate services for businesses.
We believe our corporate structure, specialist skill set and focus on training and continual professional development to ensure we have a highly qualified and technically expert team, make us refreshingly different and crucially, provide the best advice and service for our clients.
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.
As a privately owned business ourselves, we understand the challenges of owning and running your own business, the significant commitment, time and energy it takes. It is a big part of what defines who you are and could be the biggest asset you own, so you naturally want to look after it.
“As their trusted financial planner, I believe looking after clients is a privilege and it is our duty to ensure they are at the heart of everything we do. I started my own financial services company because I felt that clients were not being looked after properly elsewhere, or receiving the truly independent advice they deserve. In today’s regulatory and legislative environment it is increasingly difficult for small advice firms to remain independent and give the best advice to their clients without a corporate structure, highly qualified and experienced team behind them. With this in mind, I built Attivo Financial Planning on my belief that there was a different business model which would serve clients better. I realised I needed a team of knowledgeable, highly qualified people, ideally qualified to Chartered status or above, to deliver the best independent advice and service to Clients. I know my team has our clients’ best interests at heart and that because of this we will have a long term partnership with them.”
"What I’ve found very helpful about Attivo Financial Planning and their service is the personal touch. No matter how small or large your investment you feel that your financial situation is important to them and they are actually just working for you. It’s a good gift to have to make you think that you are the only client."
"I like the fact that as soon as you walk through the door you’re given a great welcome, there’s a fantastic team there and you can see everybody has expert knowledge of their areas of expertise... understanding that my own personal wealth is managed to the level it is at Attivo Financial Planning gives me great reassurance."