Getting in touch

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

Careers & Recruitment

Retiring advisers

Joshua Lee
Acquisitions Manager

01242 585430

Marketing, Communications & PR

Petrina Redmond
Head of Marketing

01242 588816

Head Office

Attivo Financial Planning
Jessop House
Jessop Avenue
GL50 3SH

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

London Office

Attivo Financial Planning
2nd Floor
2 Babmaes Street

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.