Covid-19 Update

Coronavirus (COVID-19) Update

5th May 2020

Following the impact of Covid-19, Attivo Financial Planning have taken action to protect the health and safety of our clients and their families, and our employees and their families, whilst ensuring compliance with Government guidance and instructions.

We are committed to continuing to deliver the highest level of service, especially at this time of market volatility, and adapting to the situation in an informed and responsible manner. In March we took the following actions which will remain in place at least until the end of December 2020, possibly longer depending on the situation and advice at that time:

  • We moved all employees to homeworking and closed all three office sites to all employees and clients, including a ban on all travel for our Financial Planners.
  • We ceased all home client visits with immediate effect, adopting a telephone-based or video conferencing proposition across the board for all clients.

Please be reassured that we are fully operational with all employees working from home utilising our technology.

The Board will continue to review the situation and will make the decisions necessary to ensure the needs of our clients are met whilst protecting the welfare and safety of our clients, employees and their families. We will remain in regular contact with all our clients, keeping you up to date with markets, further developments to our proposition, key business decisions and providing help and contact as often as required.

Personal Finance Portal

We recently launched our new digital client portal enabling our clients to access information about their finances, including up-to-date valuations and performance overviews, a secure messaging service and secure document storage. Clients will also be able to sign key documents digitally using DocuSign. The first phase is a pilot, therefore if you have not heard from us already, we will be in contact with you as we roll this out across all our clients. We expect the roll-out to be completed by early June.

We sincerely hope you and your families remain safe and well throughout this unique time. If you want to discuss anything or you need any help at any time, please do let us know. If you have any questions or would like to speak to us about your financial planning needs, please contact us on 01242 585444 or

Frequently Asked Questions

How can I see my Financial Planner?

All of our employees are working remotely, however we continue to deliver the highest levels of availability and security to you, our clients.

As we recently communicated, to ensure the health and safety of both our clients and employees, we do not intend to hold face to face meetings for the remainder of this year. You can talk to your Financial Planner by telephone or video call. Our video call technology is provided by Ring Central. Your Financial Planner will send you an email with a link for you to download.

What happens to paperwork or cheques sent by post?

We are collecting post and processing any paper-based work as frequently as possible. We will ensure you won’t be disadvantaged because of any potential delays. We are also making particular efforts to contact our clients who do not use online services to offer them support.

Where possible we are adapting our processes, as are many providers, to ensure we are working in the most efficient way given the restrictions that are currently in place.

How do I contact my Financial Planner?

If you have any questions at all, please do not hesitate to contact your Financial Planner directly. You can also contact us on 01242 585444 or email

These arrangements are under continual review and we will keep you informed of any changes.