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.
“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 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 and highly qualified and experienced team behind them. With this in mind, Attivo Financial Planning is built on the belief that there was a different business model which would serve clients better. Built with a team of knowledgeable, highly qualified people, with Chartered status or above, delivering the best Independent financial planning advice and service to clients. We have a very clear mission as a business: for Attivo Financial Planning to be the best Independent financial planning company in the UK and to deliver 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.”
"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."