Getting in touch

Please do not hesitate to visit us or contact us using the following methods:

Careers & Recruitment

Victoria Newman
Human Resources Manager

01242 585430

Retiring advisers

Joshua Lee
Acquisitions Manager

01242 585430

Head Office

Please note that all post should be sent to our Head Office at the Cheltenham address below.

Attivo Financial Planning
Jessop House
Jessop Avenue
GL50 3SH

DX Exchange: DX141672 Cheltenham 11

London Office

Attivo Financial Planning
2nd Floor
2 Babmaes Street

Cardiff Office

Attivo Financial Planning
Sophia House
Cathedral Road
CF11 9LJ

Communicating with you

We always try and use jargon free language, but if you are ever unsure of anything, please contact our Client Services Team on 01242 585444, or email We see security as of paramount importance and so use a secure online messaging system to send you confidential documents, but there are times we have to post information to you.

Telephone calls may be recorded for training and monitoring purposes.