Corporate services

The right independent advice at the right time

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.