Chartered, independent
financial planners

Giving the best advice for our clients

Part of Attivo Group, Attivo Financial Planning was founded by Chief Executive Stephen Harper in 1998. We are a privately owned, independent, Chartered financial planning company that specialises in giving private clients advice on investments, retirement planning, tax planning and estate planning. We 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.

We work in partnership with our clients, building long term relationships and most importantly, giving clients confidence and control of their finances. Whatever your life stage, financial objectives or goals, we will get to know you and work with you to help you achieve them.

Giving you financial confidence

What being Chartered means

Holding Chartered status means we have satisfied rigorous criteria relating to professional qualification and ethical good practice laid out by the Chartered Insurance Institute (CII), the professional body for insurance and financial services. This means you can be confident that we are wholly committed to providing you with the best possible advice, service and support.

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Why independent
advice is important

Being independent means providing unbiased and unrestricted advice based on a comprehensive and fair analysis of the market. Genuinely independent advice is free from any restrictions that could affect a financial planner’s ability to recommend what is best for the client.

Major regulatory changes since 2012 have meant a higher benchmark for being independent, and as a result many financial planning firms have opted to offer a restricted advice proposition, meaning they only offer certain products to clients.

We think the best financial advice a client can receive is independent advice and we have chosen to remain independent as we believe clients should have access to unbiased advice and products from the whole of the financial services market. This makes us different from many other financial services companies.

Our independence is often one of the main reasons, along with our Chartered status, why clients choose us.

Why choose Attivo Financial Planning?

Client focussed

Independent advice

Chartered status

Highly experienced, knowledgeable and technical team

Corporate structure

Pension Transfer Specialists

Looking after our clients

An award winning firm, Attivo Financial Planning believes that looking after clients should be at the heart all Financial Planning firms and clients should feel confident with their finances. We believe a collaborative approach with clients is best. Stephen Harper set up Attivo Financial Planning because he believed clients should be looked after properly, and that they should receive truly independent advice. Here are just some of our members of staff, there are many more behind the scenes who support the client facing teams.

Attivo Financial Planning has a corporate structure and team of knowledgeable, highly qualified staff. Our dedicated Client Engagement Team are the initial point of contact for our clients, but are also there to support on an on-going basis. They arrange calls or meetings with our Financial Planners and sort any questions clients have.

We are proud of our collaborative approach with clients and our high standard of client service. We believe this sets us apart from the rest of the industry and leads to long term relationships with our clients.

Our Financial Planning process

Why an annual review is important