Our corporate services
Our corporate services
Our approach to fees is fair and transparent. We charge an agreed fee for our Corporate Financial Planning Review and for any agreed actions and product implementation. Before you become a client, you will be given our Corporate Client Agreement which outlines our fees in detail including a typical example. We will always explain our fees and agree them with you prior to the commencement of any work.
Initial Client Engagement meeting
Either over the phone or at a place convenient for you, one of our Relationship Managers will introduce Attivo Financial Planning to you and answer any questions you have about us or the corporate financial planning process.
They will undertake some initial fact finding to understand your business’ needs, and you may be asked to sign a form to help us collect the information we require to assist with your business’ financial planning.
After the meeting, our Corporate Services Team will obtain information directly from any product provider(s) so that one of our Financial Planners can understand and analyse your business’ current arrangements.
Fact find meeting
During this meeting, your Financial Planner will ask for more detailed information to fully understand the financial objectives and aspirations of your business.
Your Financial Planner will discuss the summary of your business’ current circumstances, answer any questions you may have, and agree your priorities and next steps. They will discuss any areas of advice that should be considered and agree any fees.
Based on the information you have supplied, your Financial Planner will undertake further analysis and research and prepare a full report detailing their recommendations. It is important you understand and are happy with our recommendations, so please ask any questions you may have. Only when you are in agreement will we move to the next stage.
Once you have instructed us, your Financial Planner will take you through the paperwork and ask you to sign the relevant documents. We will never undertake or charge you for any work without your consent.
Intermediation with providers
Our Corporate Services Team will liaise with providers to implement your recommendations.
Conclusion of recommendations
Once the process has been completed, you will receive documentation from us and from the providers we have selected for you.
It is important to review your corporate governance regularly to adapt to any changes in your business’ circumstances and in legislation. We offer a review at least annually, which can take place on the telephone or in person. Our Client Services Team will call you to arrange your review at a convenient time for you.
Attivo Financial Planning has carefully researched and selected products and services from other providers to complement and enhance our offering. We have established relationships with other relevant professionals such as accountants, solicitors and payroll providers who can help your business fulfil its legal obligations, or with services such as mortgages, protection, and will writing. This means we can support you with every aspect of your business financial planning, and if you already have relationships with professionals, we will work in collaboration with them.
"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."
“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.”