01242 585444  clientservices@attivogroup.co.uk

MyValuationAttivo Financial PortalPublications

Welcome

Welcome

Foreword by Stephen Harper

Giving you financial confidence

Giving you financial confidence

Clients are at the centre of everything we do

Chartered Financial Planners

Chartered Financial Planners

One of the most experienced, highly qualified advice firms in the UK

Advice built around you

Advice built around you

Helping you take control of your finances

/ 4 / 4

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.

Chartered Financial Planners

Our private client services

Independent Financial Planning

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.

Find out more

Cash Flow Modelling

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.

Find out more

Occupational Pension Specialist

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.

Find out more

Investments

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.

Find out more

Retirement planning

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.

Find out more

Tax planning

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.

Find out more

Estate planning

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.

Find out more

Working with other professionals

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.

Find out more

Our advice process

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.

Find out more

  • “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.”

    Stephen Harper, Managing Director

  • “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.”

    Corporate 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."

    Craig Peterson, Managing Director of Future Advanced Manufacture