“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
