Attivo Group Values

Our values provide a framework for recruiting and developing our employees as well as guiding our behaviours and how we serve our clients. They are reflective of exactly what our business is about: people; as without our clients or our employees we would not exist.

Partnership
Expertise
Ownership
Performance
Leadership
Ethics

Partnership

We work to build honest, long-term relationships with each other, our business partners, and especially our clients to give them confidence in their financial planning.

Expertise

We believe all Financial Planners and Paraplanners should be qualified to Fellow and Chartered status and be Occupational Pension Specialists. We continuously develop the knowledge, skills and qualifications of all our people so we can provide the most technically competent, independent, financial planning advice.

Ownership

We strive to decide our own fate and we act with self-reliance and trust in our own abilities. We accept responsibility for our conduct and quality of work so it is ‘right first time’ to ensure positive client outcomes.

Performance

We deliver forward-thinking advice and service and we are quick to respond to changes in regulation, legislation and market movements. We coach and mentor our people, supporting their development needs so that they can perform to the best of their ability.

Leadership

We understand the importance of a high-trust environment to enable our people to help our clients. We strive to promote from within and for all employees to have a clear career path to fulfil their potential.

Ethics

We always do the right thing for our clients, each other, our business partners and the wider community – we do not take shortcuts. We are wholly committed to providing unbiased, independent advice and every client should feel as though they are our only client.