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.
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.
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.
“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 Attivo Financial Planning because I felt that clients should be looked after properly and receive the truly independent advice they deserve. In today’s regulatory environment, it is increasingly difficult for small financial planning firms to remain independent and provide the best advice to their clients. With our team of highly qualified people holding Chartered status or above, we have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. We have a very clear mission as a business: for Attivo Financial Planning to be the best independent financial planning company in the UK by delivering the most professional, technically competent, independent advice and service to our clients at the greatest value. We want to be seen as a leader in the financial planning sector, help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy. We want every client to feel as though they are our only client.”
“We had various financial goals when we met with Attivo Financial Planning. We wanted to buy the unit we ran our engineering business from, and then when we eventually decided to sell the business, we wanted it to be in the most tax-efficient way. We wanted to ensure we had funds left over to give us a level of income in our retirement that we’d become used to while working. Attivo Financial Planning helped us meet our goals. They are a great team of genuine people that just want to help you achieve what you want.”
"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."