Introduction from
Stephen Harper

“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.”

Stephen Harper, Managing Director