01242 585444  clientservices@attivogroup.co.uk

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Corporate services

The right independent advice at the right time

Our corporate services

Investments

Corporate investments

When investing on behalf of your company, Attivo Financial Planning has expertise in researching and recommending investment strategies on either an advisory or discretionary basis, as appropriate for your needs. This may involve segregating your accounts to assign each investment to a specific business goal and investment mandate or requirement.

Investments for charities

Making the most of funds is one of a charity’s biggest responsibilities. As charities need to hold appropriate levels of reserves to enable their effective operation, investing can maximise long-term funds by generating better returns than holding cash in a bank account. We can assess your charity’s individual circumstances and offer advice on your investment options, as well as providing ongoing support for managing your charity’s funds.

To find out more about how we can help you please contact our Client Engagement Team on 01242 585440 or clientengagement@attivogroup.co.uk.

  • "I like the fact that as soon as you walk through the door you’re given a great welcome, there’s a fantastic team there and you can see everybody has expert knowledge of their areas of expertise... understanding that my own personal wealth is managed to the level it is at Attivo Financial Planning gives me great reassurance."

    Craig Peterson, Managing Director of Future Advanced Manufacture

  • “We had various financial goals when we met with Attivo Financial Planning. We wanted to buy the unit we ran our engineering business from, and then when we eventually decided to sell the business, we wanted it to be in the most tax-efficient way. We wanted to ensure we had funds left over to give us a level of income in our retirement that we’d become used to while working. Attivo Financial Planning helped us meet our goals. They are a great team of genuine people that just want to help you achieve what you want.”

    Corporate Client