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.
Our 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.
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 well as the key services already mentioned, Attivo Financial Planning has access to professionals who can help with other services such as mortgages, protection and will writing.
