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.
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 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."