Ryan is a Paraplanner. He has worked in Financial Services since 2013 and joined Attivo Financial Planning in 2019. Ryan is a Member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Ryan holds the Diploma in Financial Planning and also holds the following Advanced Financial Planning Papers:
Personal Tax and Trust Planning
Stephen is the Managing Director of Attivo Financial Planning and the Chief Executive of Attivo Group and Attivo Financial Services. He has been in the Financial Services industry since 1989, having set up his own independent financial planning firm, Attivo Financial Planning, in 1998. In 2005, Stephen established Attivo Group, which grew to include a pensions administration company and an investment management company. After a number of years of successful business Stephen decided to focus on independent financial planning, and the pension and investment companies were transferred.
Stephen and the management team have created an independent financial planning business that is built on long-term client relationships, rather than the historic transactional model employed by many in the financial services sector. He leads a team of specialist Independent pensions and investment financial planners who are highly qualified to Chartered and Fellow status, technically competent and experienced, who put clients at the centre of everything they do.