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  • About
    • Introduction from
      Stephen Harper
    • Giving the best advice for our clients
    • Why independent advice is important
    • Looking after our clients
    • Attivo Group Values
    • Video gallery
  • Private clients
    • Independent Financial Planning
    • Cash Flow Modelling
    • Occupational Pension Specialist
    • Investments
    • Retirement planning
    • Tax planning
    • Estate planning
    • Working with other professionals
    • Our advice process
    • Personal Finance Portal
    • Life Magazine
  • Corporate services
    • Independent Corporate Financial Planning
      Review
    • Group pension and auto enrolment
    • Business premises
    • Business insurances
    • Shareholder/partnership
      protection
    • Group protection
    • Investments
    • Exit stategies
    • Our advice process
  • Personal Finance Portal
    • Guide to your Personal Finance Portal
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    • Login and Register
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    • Paraplanning
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Paraplanning

The Paraplanning Team provides full support to the Financial Planning Team. They research and prepare client reports and identify the most appropriate products in the market to meet clients’ financial needs.

Gavin Murphy
BA (Hons)
FPFS Chartered MCSI
Chartered Paraplanner
and
Occupational Pension Specialist
Carina de la Vega Rustici
FPFS
Chartered Paraplanner
and
Occupational Pension Specialist
Kristian Manton
DipPFS
Paraplanner
and
Occupational Pension Specialist
Roxanne Simmonds
DipPFS
Paraplanner
Fred Essex
BA DipPFS
Paraplanner
Ryan Harris
BA (Hons) MSc DipPFS
Trainee Paraplanner
Charley Kay
BA (Hons) DipPFS
Trainee Paraplanner
Fraser McCaslin
BA (Hons) DipPFS
Trainee Paraplanner
Jack Manser
BSc (Hons) MSc
Trainee Paraplanner
Attivo Financial Planning

     

Attivo Financial Planning Limited (Company No. 05747914) is an Appointed Representative of Attivo Financial Services Limited (Company No. 05927588) which is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 462105). These companies are in Attivo Group and registered in England and Wales. Registered Office: Honeybourne Place, Jessop Avenue, Cheltenham, GL50 3SH, UK.

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